Bell Investment Advisors’s Wipro WIT Stock Holding History

Bell Investment Advisors’s Portfolio WIT Stock Details WIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$21.6K	Sell	10,180 -530	-5%	-$1.29K	﹤0.01%	435
2025 Q4	$30.4K	Buy	10,710 +7,618	+246%	+$20.8K	﹤0.01%	339
2025 Q3	$8.13K	Sell	3,092 -4,010	-56%	-$11.3K	﹤0.01%	709
2025 Q2	$21.4K	Sell	7,102 -160	-2%	-$465	﹤0.01%	405
2025 Q1	$22.2K	Hold	7,262	–	–	﹤0.01%	360
2024 Q4	$25.7K	Hold	7,262	–	–	﹤0.01%	328
2024 Q3	$23.5K	Buy	7,262 +1,338	+23%	+$4.19K	﹤0.01%	360
2024 Q2	$18.1K	Sell	5,924 -500	-8%	-$1.38K	﹤0.01%	415
2024 Q1	$18.5K	Buy	6,424 +2,016	+46%	+$5.95K	﹤0.01%	396
2023 Q4	$12.3K	Sell	4,408 -762	-15%	-$1.85K	﹤0.01%	485
2023 Q3	$12.5K	Sell	5,170 -750	-13%	-$1.87K	﹤0.01%	427
2023 Q2	$14K	Buy	5,920 +3,620	+157%	+$8.41K	﹤0.01%	403
2023 Q1	$5.16K	Buy	2,300 +1,022	+80%	+$2.43K	﹤0.01%	768
2022 Q4	$2.98K	Buy	1,278 +836	+189%	+$2K	﹤0.01%	1071
2022 Q3	$1K	Sell	442 -616	-58%	-$1.59K	﹤0.01%	1632
2022 Q2	$3K	Buy	+1,058	New	+$3.33K	﹤0.01%	1043
2021 Q4	$16K	Buy	3,310 +1,106	+50%	+$5.02K	﹤0.01%	368
2021 Q3	$10K	Buy	+2,204	New	+$9.64K	﹤0.01%	467

Other funds holding WIT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Defiance ETFs New York $6.95B AUM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Avantyr Capital Partners New York $2.08B AUM

Acadian Asset Management

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Creative Planning

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return