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EP Wealth Advisors’s Wipro WIT Stock Holding History

EP Wealth 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
Q2 		$85.4K Buy
37,975
+17,545
+86% +$37.3K ﹤0.01% 1679
2026
Q1 		$43.3K Sell
20,430
-8,322
-29% -$20.3K ﹤0.01% 1478
2025
Q4 		$81.7K Buy
+28,752
New +$78.5K ﹤0.01% 1457
2025
Q2 		$61K Buy
+20,210
New +$58.7K ﹤0.01% 1402

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

EP Wealth Advisors's WIT Position: Q2 2026 in Review

EP Wealth Advisors increased its Wipro (WIT) stake by 86% in Q2 2026, buying an estimated $37.3K and bringing the position to 37,975 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1679.

EP Wealth Advisors first reported a position in WIT in Q2 2025 and has held it in 4 quarters since. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • EP Wealth Advisors held 37,975 shares of Wipro worth $85.4K as of Q2 2026.
  • EP Wealth Advisors bought 17,545 Wipro shares in Q2 2026, an estimated $37.3K.
  • Wipro made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1679 holding.
  • EP Wealth Advisors first reported a position in Wipro in Q2 2025 and has held it in 4 quarters since.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.