BWP
WIT icon

BSW Wealth Partners’s Wipro WIT Stock Holding History

BSW Wealth Partners’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
Q2 		$398K Sell
176,683
-47,916
-21% -$102K 0.04% 205
2026
Q1 		$476K Sell
224,599
-19,557
-8% -$47.6K 0.06% 184
2025
Q4 		$693K Buy
244,156
+34,727
+17% +$94.8K 0.08% 139
2025
Q3 		$551K Buy
209,429
+45,282
+28% +$127K 0.07% 163
2025
Q2 		$496K Buy
164,147
+2,860
+2% +$8.31K 0.07% 164
2025
Q1 		$494K Sell
161,287
-17,796
-10% -$60.7K 0.07% 157
2024
Q4 		$634K Buy
179,083
+2,191
+1% +$7.5K 0.09% 128
2024
Q3 		$573K Buy
176,892
+4,836
+3% +$15.1K 0.09% 135
2024
Q2 		$525K Buy
172,056
+378
+0.2% +$1.04K 0.09% 128
2024
Q1 		$494K Buy
171,678
+11,816
+7% +$34.9K 0.08% 137
2023
Q4 		$445K Buy
159,862
+6,786
+4% +$16.5K 0.09% 134
2023
Q3 		$370K Buy
153,076
+32,000
+26% +$79.7K 0.08% 138
2023
Q2 		$286K Buy
121,076
+7,686
+7% +$17.9K 0.06% 195
2023
Q1 		$255K Buy
113,390
+26,458
+30% +$62.9K 0.05% 249
2022
Q4 		$203K Buy
86,932
+12,036
+16% +$28.8K 0.04% 281
2022
Q3 		$176K Sell
74,896
-15,750
-17% -$40.7K 0.04% 256
2022
Q2 		$241K Buy
90,646
+16,764
+23% +$52.8K 0.06% 223
2022
Q1 		$285K Buy
73,882
+38,334
+108% +$151K 0.07% 209
2021
Q4 		$173K Buy
35,548
+3,476
+11% +$15.8K 0.04% 250
2021
Q3 		$142K Buy
32,072
+1,966
+7% +$8.6K 0.04% 241
2021
Q2 		$118K Buy
+30,106
New +$112K 0.03% 237

Other funds holding WIT

PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return