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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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BSW Wealth Partners's WIT Position: Q2 2026 in Review

BSW Wealth Partners reduced its Wipro (WIT) stake by 21% in Q2 2026, selling an estimated $102K and leaving 176,683 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #205.

BSW Wealth Partners first reported a position in WIT in Q2 2021 and has held it in 21 quarters since. The position peaked at $693K in Q4 2025. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • BSW Wealth Partners held 176,683 shares of Wipro worth $398K as of Q2 2026.
  • BSW Wealth Partners sold 47,916 Wipro shares in Q2 2026, an estimated $102K.
  • Wipro made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #205 holding.
  • BSW Wealth Partners first reported a position in Wipro in Q2 2021 and has held it in 21 quarters since.
  • BSW Wealth Partners's Wipro position peaked at $693K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.