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Cherrydale Wealth Management’s Wipro WIT Stock Holding History

Cherrydale Wealth Management’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 		– Sell
-14,764
Closed -$31.3K – 89
2026
Q1 		$31.3K Sell
14,764
-14,757
-50% -$36K 0.01% 77
2025
Q4 		$83.8K Buy
29,521
+3,278
+12% +$8.95K 0.03% 78
2025
Q3 		$69K Sell
26,243
-595
-2% -$1.68K 0.02% 79
2025
Q2 		$81.1K Sell
26,838
-13,898
-34% -$40.4K 0.03% 73
2025
Q1 		$125K Sell
40,736
-432
-1% -$1.47K 0.05% 70
2024
Q4 		$146K Hold
41,168
– – 0.06% 70
2024
Q3 		$133K Buy
41,168
+2,346
+6% +$7.34K 0.05% 65
2024
Q2 		$118K Sell
38,822
-2,690
-6% -$7.41K 0.05% 64
2024
Q1 		$119K Buy
41,512
+5,176
+14% +$15.3K 0.06% 59
2023
Q4 		$101K Buy
36,336
+3,658
+11% +$8.88K 0.05% 47
2023
Q3 		$79.1K Buy
32,678
+2,910
+10% +$7.25K 0.05% 46
2023
Q2 		$70.3K Buy
+29,768
New +$69.2K 0.05% 42

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

Cherrydale Wealth Management's WIT Position: Q2 2026 in Review

Cherrydale Wealth Management sold out of Wipro (WIT) in Q2 2026, closing a stake of 14,764 shares — an estimated $31.3K sold.

Cherrydale Wealth Management first reported a position in WIT in Q2 2023 and held it in 12 quarters. The position peaked at $146K in Q4 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • Cherrydale Wealth Management reported no remaining Wipro position as of Q2 2026 after selling out during the quarter.
  • Cherrydale Wealth Management sold 14,764 Wipro shares in Q2 2026, an estimated $31.3K.
  • Cherrydale Wealth Management first reported a position in Wipro in Q2 2023 and held it in 12 quarters.
  • Cherrydale Wealth Management's Wipro position peaked at $146K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.