BWM
WNS

BKM Wealth Management’s WNS Holdings WNS Stock Holding History

BKM Wealth Management’s Portfolio WNS Stock Details WNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9,348
Closed -$713K – 157
2025
Q3 		$713K Sell
9,348
-1,093
-10% -$81.7K 0.26% 85
2025
Q2 		$660K Sell
10,441
-3,653
-26% -$219K 0.26% 91
2025
Q1 		$867K Buy
14,094
+1,407
+11% +$80.3K 0.36% 72
2024
Q4 		$601K Buy
12,687
+1,715
+16% +$84.6K 0.25% 93
2024
Q3 		$578K Buy
10,972
+298
+3% +$16.9K 0.24% 107
2024
Q2 		$560K Buy
+10,674
New +$528K 0.27% 99
2024
Q1 		– Sell
-6,098
Closed -$385K – 564
2023
Q4 		$385K Buy
+6,098
New +$372K 0.16% 110

Other funds holding WNS

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

BKM Wealth Management's WNS Position: Q4 2025 in Review

BKM Wealth Management sold out of WNS Holdings (WNS) in Q4 2025, closing a stake of 9,348 shares — an estimated $713K sold.

BKM Wealth Management first reported a position in WNS in Q4 2023 and held it in 7 quarters. The position peaked at $867K in Q1 2025. 2 funds tracked by Wall St. Rank hold WNS as of Q4 2025.

  • BKM Wealth Management reported no remaining WNS Holdings position as of Q4 2025 after selling out during the quarter.
  • BKM Wealth Management sold 9,348 WNS Holdings shares in Q4 2025, an estimated $713K.
  • BKM Wealth Management first reported a position in WNS Holdings in Q4 2023 and held it in 7 quarters.
  • BKM Wealth Management's WNS Holdings position peaked at $867K in Q1 2025.
  • 2 funds tracked by Wall St. Rank held WNS Holdings as of Q4 2025.

Based on BKM Wealth Management's 13F filing for Q4 2025, filed 29 Jan 2026.