CAPTRUST Financial Advisors
WIT icon

CAPTRUST Financial Advisors’s Wipro WIT Stock Holding History

CAPTRUST Financial 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 		$22.7K Sell
10,715
-2,280
-18% -$5.55K ﹤0.01% 2956
2025
Q4 		$36.9K Buy
12,995
+422
+3% +$1.15K ﹤0.01% 2695
2025
Q3 		$33.1K Buy
12,573
+1,954
+18% +$5.5K ﹤0.01% 2586
2025
Q2 		$32.1K Sell
10,619
-2,450
-19% -$7.12K ﹤0.01% 2458
2025
Q1 		$40K Buy
13,069
+631
+5% +$2.15K ﹤0.01% 2296
2024
Q4 		$44K Buy
+12,438
New +$42.6K ﹤0.01% 2246
2022
Q3 		– Sell
-5,050
Closed -$13K – 4063
2022
Q2 		$13K Buy
+5,050
New +$15.9K ﹤0.01% 3621
2022
Q1 		– Sell
-726
Closed -$4K – 5156
2021
Q4 		$4K Hold
726
– – ﹤0.01% 4199
2021
Q3 		$3K Hold
726
– – ﹤0.01% 4160
2021
Q2 		$3K Buy
+726
New +$2.71K ﹤0.01% 4067

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State Street
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VCM
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DE
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PCM
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ACP
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