Dynamic Advisor Solutions’s Wipro WIT Stock Holding History

Dynamic Advisor Solutions’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	$112K	Buy	49,655 +8,476	+21%	+$18K	﹤0.01%	1025
2026 Q1	$87.3K	Buy	41,179 +4,212	+11%	+$10.3K	﹤0.01%	951
2025 Q4	$105K	Buy	36,967 +6,266	+20%	+$17.1K	﹤0.01%	918
2025 Q3	$80.7K	Buy	30,701 +114	+0.4%	+$321	﹤0.01%	924
2025 Q2	$92.4K	Buy	30,587 +1,168	+4%	+$3.4K	﹤0.01%	886
2025 Q1	$90K	Buy	+29,419	New	+$100K	﹤0.01%	832
2024 Q4	–	Sell	-29,936	Closed	-$97K	–	925
2024 Q3	$97K	Buy	29,936 +1,754	+6%	+$5.49K	﹤0.01%	908
2024 Q2	$86K	Buy	28,182 +3,384	+14%	+$9.32K	﹤0.01%	918
2024 Q1	$71.3K	Buy	24,798 +1,646	+7%	+$4.86K	﹤0.01%	913
2023 Q4	$62.7K	Sell	23,152 -7,030	-23%	-$17.1K	﹤0.01%	878
2023 Q3	$73K	Buy	30,182 +2,328	+8%	+$5.8K	﹤0.01%	820
2023 Q2	$65.7K	Buy	+27,854	New	+$64.7K	﹤0.01%	783

Other funds holding WIT

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return