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Workiva shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Workiva shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Workiva

Tip: Access up to 7 years of quarterly data

All positions including Workiva held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Workiva by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $16k 16k 0.99
2025-09-30 $16k 16k 0.98
2025-06-30 $11k 12k 0.93

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View all positions for Wealth Enhancement Advisory Services

Top funds holding Workiva

Linden Advisors
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Calamos Advisors
Opti Capital Management
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Tenor Capital Management
Camden Asset Management
MacKay Shields
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AXA Investment Managers

View all funds holding Workiva