Wealth Alliance
- SEC CIK
- 0001793904
- Latest filing
- Aug 11, 2026
WK holding history
Workiva Inc in every 13F filed by Wealth Alliance, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WK overviewAll 13F holders of WKFull Q2 2026 holdings
- Shares (Q2 2026)
- 0
- Sold out in Q2 2026
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 16
- Since Q3 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 0 | $0 | 0.0% | −3,536−100.0% | Sold out | Holders |
| Q1 2026 | 3,536 | $210.9K | <0.1% | +168+5.0% | Added | Holders |
| Q4 2025 | 3,368 | $290.5K | <0.1% | +100+3.1% | Added | Holders |
| Q3 2025 | 3,268 | $281.3K | <0.1% | +146+4.7% | Added | Holders |
| Q2 2025 | 3,122 | $213.7K | <0.1% | +236+8.2% | Added | Holders |
| Q1 2025 | 2,886 | $219.1K | <0.1% | +91+3.3% | Added | Holders |
| Q4 2024 | 2,795 | $306.1K | <0.1% | −39−1.4% | Reduced | Holders |
| Q3 2024 | 2,834 | $224.2K | <0.1% | +71+2.6% | Added | Holders |
| Q2 2024 | 2,763 | $201.7K | <0.1% | +2,763 | New | Holders |
| Q1 2024 | 0 | $0 | 0.0% | −2,620−100.0% | Sold out | Holders |
| Q4 2023 | 2,620 | $266.0K | <0.1% | +121+4.8% | Added | Holders |
| Q3 2023 | 2,499 | $253.2K | <0.1% | −18−0.7% | Reduced | Holders |
| Q2 2023 | 2,517 | $255.9K | <0.1% | +164+7.0% | Added | Holders |
| Q1 2023 | 2,353 | $241.0K | <0.1% | −318−11.9% | Reduced | Holders |
| Q4 2022 | 2,671 | $224.3K | <0.1% | +2,671 | New | Holders |
| Q2 2022 | 0 | $0 | 0.0% | −1,819−100.0% | Sold out | Holders |
| Q1 2022 | 1,819 | $215.0K | <0.1% | +273+17.7% | Added | Holders |
| Q4 2021 | 1,546 | $202.0K | <0.1% | +97+6.7% | Added | Holders |
| Q3 2021 | 1,449 | $204.0K | <0.1% | +1,449 | New | Holders |