Workiva Inc.

Frequently Asked Questions About WK

What does WK invest in?

Workiva Inc. is a global provider of cloud-based software solutions designed to streamline and manage compliance and regulatory reporting. Its flagship offering, the Workiva platform, delivers a suite of advanced capabilities such as secure collaboration, robust data linking and integration, precise granular permissions, efficient process management, and comprehensive audit trails. This platform empowers users to centralize data from various sources, including enterprise resource planning (ERP), governance, risk, and compliance (GRC), human capital management (HCM), customer relationship management (CRM) systems, and numerous other third-party cloud-based or on-premise applications. Workiva serves a diverse clientele that spans public and private companies, governmental organizations, and academic institutions. The company was established in 2008 and is headquartered in Ames, Iowa.

What is the expense ratio of WK?

An expense ratio for Workiva Inc. (WK) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is WK?

Workiva Inc. (WK) manages $2.94B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is WK actively managed or an index fund?

WK's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was WK launched?

Workiva Inc. (WK) launched in December 2014 and is managed by the fund issuer.

How has WK performed?

WK's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.