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WDAY Holdings Changes image
This page summarizes the WDAY holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether WDAY is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing WDAY Share Count
Jackson Square Capital LLC 1,555 7,978 +6,423 +413.05%
Cannon Global Investment Management LLC 1,400 4,900 +3,500 +250.00%
Sound Income Strategies LLC 66 115 +49 +74.24%
MV Capital Management Inc. 9 14 +5 +55.56%
Congress Wealth Management LLC DE 1,658 2,335 +677 +40.83%
GAMMA Investing LLC 459 634 +175 +38.13%
Banque Cantonale Vaudoise 12,649 16,941 +4,292 +33.93%
CWM LLC 5,467 7,150 +1,683 +30.78%
Founders Financial Securities LLC 1,814 2,369 +555 +30.60%
Douglas Lane & Associates LLC 33,595 42,888 +9,293 +27.66%
Atlantic Union Bankshares Corp 4,024 4,903 +879 +21.84%
Park Avenue Securities LLC 5,459 6,628 +1,169 +21.41%
TrimTabs Asset Management LLC 3,837 4,425 +588 +15.32%
Aspire Private Capital LLC 2,498 2,867 +369 +14.77%
Wealth Enhancement Advisory Services LLC 3,875 4,444 +569 +14.68%
Kathleen S. Wright Associates Inc. 250 280 +30 +12.00%
New England Research & Management Inc. 2,795 3,125 +330 +11.81%
Stratos Wealth Partners LTD. 761 842 +81 +10.64%
First Affirmative Financial Network 1,446 1,595 +149 +10.30%
Aurum Wealth Management Group LLC 750 823 +73 +9.73%
Wedmont Private Capital 1,011 1,095 +84 +8.31%
Ballentine Partners LLC 1,652 1,788 +136 +8.23%
Capital Advisors Ltd. LLC 51 55 +4 +7.84%
Harbor Investment Advisory LLC 184 198 +14 +7.61%
Pallas Capital Advisors LLC 3,274 3,523 +249 +7.61%
Wasatch Advisors Inc. 5,925 6,316 +391 +6.60%
NBC Securities Inc. 5,641 5,964 +323 +5.73%
Clarity Wealth Advisors LLC 1,893 1,995 +102 +5.39%
First Hawaiian Bank 10,708 11,261 +553 +5.16%
KRS Capital Management LLC 1,185 1,245 +60 +5.06%
Fulton Bank N.A. 7,320 7,653 +333 +4.55%
Wolff Wiese Magana LLC 757 790 +33 +4.36%
International Assets Investment Management LLC 873 905 +32 +3.67%
Procyon Private Wealth Partners LLC 7,088 7,284 +196 +2.77%
SeaCrest Wealth Management LLC 1,090 1,114 +24 +2.20%
Woodmont Investment Counsel LLC 7,966 8,135 +169 +2.12%
Mcrae Capital Management Inc. 28,525 29,097 +572 +2.01%
CVA Family Office LLC 120 122 +2 +1.67%
Salvus Wealth Management LLC 854 867 +13 +1.52%
Massmutual Trust Co. FSB ADV 67 68 +1 +1.49%
Slow Capital Inc. 9,879 10,008 +129 +1.31%
Gulf International Bank UK Ltd 16,920 17,027 +107 +0.63%
Perpetual Ltd 1,291 1,298 +7 +0.54%
Exchange Capital Management Inc. 3,761 3,776 +15 +0.40%
Wealthcare Advisory Partners LLC 2,426 2,433 +7 +0.29%
13F Filers Reporting New Positions In WDAY
Atwood & Palmer Inc. 0 12 +12 +100%
First Citizens Bank & Trust Co. 0 2,376 +2,376 +100%
Mather Group LLC. 0 268 +268 +100%
Vicus Capital 0 986 +986 +100%
Riverview Trust Co 0 290 +290 +100%
RFG Advisory LLC 0 1,589 +1,589 +100%
Opal Wealth Advisors LLC 0 742 +742 +100%
Palumbo Wealth Management LLC 0 748 +748 +100%
Hennion & Walsh Asset Management Inc. 0 740 +740 +100%
13F Filers With Unchanged Share Count
First Financialcorp IN 27 27 UNCH 0.00%
Spirit of America Management Corp NY 7,380 7,380 UNCH 0.00%
Sanders Morris Harris LLC 5,250 5,250 UNCH 0.00%
AlphaMark Advisors LLC 13 13 UNCH 0.00%
West Oak Capital LLC 140 140 UNCH 0.00%
Legato Capital Management LLC 4,792 4,792 UNCH 0.00%
Stillwater Capital Advisors LLC 1,324 1,324 UNCH 0.00%
Financial Management Professionals Inc. 100 100 UNCH 0.00%
JJJ Advisors Inc. 127 127 UNCH 0.00%
Evanson Asset Management LLC 2,063 2,063 UNCH 0.00%
17 Capital Partners LLC 2,540 2,540 UNCH 0.00%
Versant Capital Management Inc 8 8 UNCH 0.00%
Investment Research & Advisory Group Inc. 209 209 UNCH 0.00%
Rise Advisors LLC 85 85 UNCH 0.00%
Hexagon Capital Partners LLC 5 5 UNCH 0.00%
Robbins Farley LLC 5 5 UNCH 0.00%
SOA Wealth Advisors LLC. 500 500 UNCH 0.00%
SJS Investment Consulting Inc. 2 2 UNCH 0.00%
Keating Wealth Management LLC 5,000 5,000 UNCH 0.00%
Armstrong Advisory Group Inc. 34 34 UNCH 0.00%
Trivant Custom Portfolio Group LLC 25 25 UNCH 0.00%
Arlington Trust Co LLC 30 30 UNCH 0.00%
West Paces Advisors Inc. 50 50 UNCH 0.00%
1858 Wealth Management LLC 5,916 5,916 UNCH 0.00%
13F Filers Decreasing WDAY Share Count
AMF Pensionsforsakring AB 97,745 20,405 -77,340 -79.12%
Atticus Wealth Management LLC 219 75 -144 -65.75%
AdvisorNet Financial Inc 12 5 -7 -58.33%
Toth Financial Advisory Corp 2,725 1,400 -1,325 -48.62%
Oak Thistle LLC 1,307 884 -423 -32.36%
Diversified Trust Co 6,922 4,783 -2,139 -30.90%
waypoint wealth counsel 1,503 1,209 -294 -19.56%
Exchange Traded Concepts LLC 111 90 -21 -18.92%
Canandaigua National Bank & Trust Co. 3,802 3,123 -679 -17.86%
Congress Asset Management Co. MA 51,664 42,634 -9,030 -17.48%
Los Angeles Capital Management & Equity Research Inc. 216,903 186,623 -30,280 -13.96%
Yarbrough Capital LLC 12,100 10,524 -1,576 -13.02%
Appleton Partners Inc. MA 2,395 2,094 -301 -12.57%
Austin Private Wealth LLC 9,107 8,401 -706 -7.75%
DNB Asset Management AS 80,131 74,522 -5,609 -7.00%
Mirador Capital Partners LP 11,690 11,081 -609 -5.21%
Portside Wealth Group LLC 11,662 11,094 -568 -4.87%
Sunbelt Securities Inc. 803 767 -36 -4.48%
Arden Trust Co 1,125 1,078 -47 -4.18%
Park Place Capital Corp 825 800 -25 -3.03%
Clarius Group LLC 1,574 1,543 -31 -1.97%
American National Bank 738 727 -11 -1.49%
Grassi Investment Management 13,800 13,600 -200 -1.45%
Allspring Global Investments Holdings LLC 393,680 389,088 -4,592 -1.17%
Flagship Harbor Advisors LLC 1,039 1,028 -11 -1.06%
CHICAGO TRUST Co NA 4,365 4,332 -33 -0.76%
Gateway Investment Advisers LLC 29,879 29,653 -226 -0.76%
Wallace Advisory Group LLC 1,862 1,850 -12 -0.64%
Chicago Capital LLC 235,047 234,248 -799 -0.34%
180 Wealth Advisors LLC 1,249 1,246 -3 -0.24%
WoodTrust Financial Corp 8,438 8,436 -2 -0.02%
13F Filers Exiting WDAY
BKM Wealth Management LLC 83 0 -83 -100.00%
Halpern Financial Inc. 50 0 -50 -100.00%
Sterling Group Wealth Management LLC 20,940 0 -20,940 -100.00%
Capital CS Group LLC 1,962 0 -1,962 -100.00%
Lantz Financial LLC 826 0 -826 -100.00%
Moisand Fitzgerald Tamayo LLC 7 0 -7 -100.00%
Weiss Multi Strategy Advisers LLC 5,000 0 -5,000 -100.00%
Rockland Trust Co. 771 0 -771 -100.00%

See Summary: Institutional Holders of WDAY
See Details: Top 10 Hedge Funds Holding WDAY
Also See: WDAY Insider Buying

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