ETF Holdings Breakdown of WK

News associated with WK

Elevation Point Wealth Partners LLC Buys 584 Shares of Workiva Inc. (NYSE:WK)

Elevation Point Wealth Partners LLC raised its stake in Workiva Inc. (NYSE:WK – Free Report) by 15.9% during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 4,263 shares of the software maker’s stock after acquiring an additional 584 shares during the […] - 2025-06-17 07:56:51

Analysts Set Workiva Inc. (NYSE:WK) Price Target at $106.30

Workiva Inc. (NYSE:WK – Get Free Report) has received a consensus rating of “Buy” from the ten analysts that are presently covering the stock, MarketBeat Ratings reports. Ten analysts have rated the stock with a buy rating. The average twelve-month target price among brokerages that have issued a report on the stock in the last […] - 2025-06-13 05:32:51

Vident Advisory LLC Invests $240,000 in Workiva Inc. (NYSE:WK)

Vident Advisory LLC acquired a new stake in shares of Workiva Inc. (NYSE:WK – Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,192 shares of the software maker’s stock, valued at approximately $240,000. A number of other hedge funds […] - 2025-05-30 08:36:51

Millennium Management LLC Trims Stock Position in Workiva Inc. (NYSE:WK)

Millennium Management LLC lessened its holdings in Workiva Inc. (NYSE:WK – Free Report) by 43.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 164,480 shares of the software maker’s stock after selling 126,742 shares during the period. Millennium Management LLC’s holdings in […] - 2025-05-22 08:56:50

Workiva Inc. (NYSE:WK) Shares Sold by Cetera Investment Advisers

Cetera Investment Advisers trimmed its position in Workiva Inc. (NYSE:WK – Free Report) by 2.2% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 18,209 shares of the software maker’s stock after selling 414 shares during the period. Cetera Investment Advisers’ […] - 2025-05-20 07:49:03

Raymond James Financial Inc. Acquires Shares of 52,588 Workiva Inc. (NYSE:WK)

Raymond James Financial Inc. bought a new position in shares of Workiva Inc. (NYSE:WK – Free Report) in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 52,588 shares of the software maker’s stock, valued at approximately $5,758,000. Several other […] - 2025-04-25 08:24:57

Workiva Inc. (NYSE:WK) Shares Sold by Cerity Partners LLC

Cerity Partners LLC cut its holdings in shares of Workiva Inc. (NYSE:WK – Free Report) by 20.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,952 shares of the software maker’s stock after selling 772 shares during the period. Cerity […] - 2025-04-24 07:48:48

Brokerages Set Workiva Inc. (NYSE:WK) PT at $114.33

Shares of Workiva Inc. (NYSE:WK – Get Free Report) have been given an average rating of “Buy” by the eleven brokerages that are covering the firm, MarketBeat.com reports. Eleven equities research analysts have rated the stock with a buy rating. The average 1-year price objective among brokerages that have covered the stock in the last […] - 2025-04-24 05:28:55

Prudential Financial Inc. Has $411,000 Stock Position in Workiva Inc. (NYSE:WK)

Prudential Financial Inc. reduced its position in Workiva Inc. (NYSE:WK – Free Report) by 13.9% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 3,749 shares of the software maker’s stock after selling 606 shares during the period. Prudential Financial […] - 2025-04-10 07:58:56

Workiva (NYSE:WK) Price Target Cut to $95.00 by Analysts at Truist Financial

Workiva (NYSE:WK – Get Free Report) had its price objective cut by analysts at Truist Financial from $120.00 to $95.00 in a research report issued on Monday,Benzinga reports. The firm currently has a “buy” rating on the software maker’s stock. Truist Financial’s price objective indicates a potential upside of 54.82% from the company’s current price. […] - 2025-04-09 05:17:02

Pictet Asset Management Holding SA Has $787,000 Position in Workiva Inc. (NYSE:WK)

Pictet Asset Management Holding SA raised its holdings in Workiva Inc. (NYSE:WK – Free Report) by 12.3% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 7,187 shares of the software maker’s stock after acquiring an additional 785 shares during the quarter. Pictet […] - 2025-04-08 08:34:56

Corebridge Financial Inc. Has $2.75 Million Stock Holdings in Workiva Inc. (NYSE:WK)

Corebridge Financial Inc. decreased its position in shares of Workiva Inc. (NYSE:WK – Free Report) by 7.0% during the 4th quarter, Holdings Channel reports. The institutional investor owned 25,111 shares of the software maker’s stock after selling 1,895 shares during the quarter. Corebridge Financial Inc.’s holdings in Workiva were worth $2,750,000 as of its most […] - 2025-04-01 08:30:49

Vanguard Group Inc. Buys 70,820 Shares of Workiva Inc. (NYSE:WK)

Vanguard Group Inc. grew its stake in shares of Workiva Inc. (NYSE:WK – Free Report) by 1.2% during the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 5,800,074 shares of the software maker’s stock after acquiring an additional 70,820 shares during the period. Vanguard Group Inc. owned approximately 0.10% of Workiva worth $635,108,000 at the […] - 2025-03-31 08:48:52

Envestnet Portfolio Solutions Inc. Sells 346 Shares of Workiva Inc. (NYSE:WK)

Envestnet Portfolio Solutions Inc. lessened its position in Workiva Inc. (NYSE:WK – Free Report) by 5.3% in the fourth quarter, HoldingsChannel.com reports. The fund owned 6,176 shares of the software maker’s stock after selling 346 shares during the period. Envestnet Portfolio Solutions Inc.’s holdings in Workiva were worth $676,000 as of its most recent filing […] - 2025-03-25 08:00:49

Stephens Begins Coverage on Workiva (NYSE:WK)

Stephens initiated coverage on shares of Workiva (NYSE:WK – Free Report) in a research report released on Wednesday morning, MarketBeat.com reports. The brokerage issued an overweight rating and a $111.00 target price on the software maker’s stock. Other analysts have also recently issued reports about the stock. The Goldman Sachs Group increased their price objective […] - 2025-03-20 07:52:47

PNC Financial Services Group Inc. Raises Holdings in Workiva Inc. (NYSE:WK)

PNC Financial Services Group Inc. boosted its stake in Workiva Inc. (NYSE:WK – Free Report) by 5.3% in the 4th quarter, Holdings Channel reports. The firm owned 5,296 shares of the software maker’s stock after buying an additional 267 shares during the quarter. PNC Financial Services Group Inc.’s holdings in Workiva were worth $580,000 as […] - 2025-03-19 08:34:47

Workiva Inc. (NYSE:WK) Receives $121.57 Consensus PT from Analysts

Workiva Inc. (NYSE:WK – Get Free Report) has been assigned a consensus rating of “Buy” from the eight brokerages that are covering the stock, Marketbeat Ratings reports. Eight equities research analysts have rated the stock with a buy recommendation. The average 1 year price objective among brokerages that have issued ratings on the stock in […] - 2025-03-05 06:53:04

Atria Wealth Solutions Inc. Makes New Investment in Workiva Inc. (NYSE:WK)

Atria Wealth Solutions Inc. bought a new position in shares of Workiva Inc. (NYSE:WK – Free Report) in the fourth quarter, HoldingsChannel reports. The firm bought 2,162 shares of the software maker’s stock, valued at approximately $237,000. A number of other hedge funds and other institutional investors also recently added to or reduced their stakes […] - 2025-03-02 09:36:52

Allspring Global Investments Holdings LLC Invests $5.21 Million in Workiva Inc. (NYSE:WK)

Allspring Global Investments Holdings LLC bought a new stake in shares of Workiva Inc. (NYSE:WK – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund bought 47,584 shares of the software maker’s stock, valued at approximately $5,210,000. A number of other hedge […] - 2025-02-20 08:26:54

Workiva Inc. (NYSE:WK) Shares Sold by Entropy Technologies LP

Entropy Technologies LP cut its stake in Workiva Inc. (NYSE:WK – Free Report) by 31.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 3,427 shares of the software maker’s stock after selling 1,600 shares during the quarter. Entropy Technologies LP’s holdings in […] - 2025-02-13 10:20:48

Workiva Inc. (NYSE:WK) Stake Cut by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. decreased its holdings in Workiva Inc. (NYSE:WK – Free Report) by 33.2% during the fourth quarter, Holdings Channel.com reports. The firm owned 6,735 shares of the software maker’s stock after selling 3,351 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in Workiva were worth $748,000 as […] - 2025-02-13 08:30:44

WK institutional holdings

Date	ETF ISIN/Name	Num Shares	Book value
2025-06-26	IE00BF4RFH31 (iShares MSCI World Small Cap UCITS ETF USD (Acc))	31,597	USD 2,079,083 1.0%
2025-06-26	IE00B3VWM098 (iShares VII PLC - iShares MSCI USA Small Cap ESG Enhanced ETF USD Acc)	54,849	USD 3,609,064
2025-06-26	IE000T9EOCL3 (iShares MSCI World Small Cap ESG Enhanced UCITS ETF USD (Acc))	3,452	USD 227,142
2025-03-26	IE0009VWHAE6 (iShares US Equity Enhanced Active UCITS ETF USD (Acc))	259 54.1%	USD 21,683 52.4%
Total =		90,157	USD 5,936,972

Book value of shares is calculated on the adjusted close price of each day (row).

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