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EverSource Wealth Advisors’s Wipro WIT Stock Holding History

EverSource 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 		$108K Sell
48,037
-11,852
-20% -$25.2K ﹤0.01% 1341
2026
Q1 		$127K Buy
59,889
+5,398
+10% +$13.2K ﹤0.01% 1287
2025
Q4 		$155K Sell
54,491
-6,135
-10% -$16.8K 0.01% 1081
2025
Q3 		$159K Sell
60,626
-34,475
-36% -$97K 0.01% 1025
2025
Q2 		$287K Sell
95,101
-3,528
-4% -$10.3K 0.01% 690
2025
Q1 		$302K Sell
98,629
-1,058
-1% -$3.61K 0.02% 524
2024
Q4 		$353K Sell
99,687
-4,111
-4% -$14.1K 0.02% 459
2024
Q3 		$336K Sell
103,798
-48,738
-32% -$153K 0.02% 418
2024
Q2 		$470K Buy
152,536
+16,374
+12% +$45.1K 0.03% 331
2024
Q1 		$367K Buy
136,162
+17,706
+15% +$52.2K 0.03% 333
2023
Q4 		$330K Sell
118,456
-1,598
-1% -$3.88K 0.03% 320
2023
Q3 		$291K Buy
120,054
+54,420
+83% +$136K 0.03% 315
2023
Q2 		$155K Sell
65,634
-4,130
-6% -$9.6K 0.02% 454
2023
Q1 		$157K Buy
69,764
+39,842
+133% +$94.8K 0.02% 421
2022
Q4 		$69.7K Buy
29,922
+27,484
+1,127% +$65.7K 0.01% 629
2022
Q3 		$6K Sell
2,438
-2,316
-49% -$5.99K ﹤0.01% 1327
2022
Q2 		$13K Sell
4,754
-2,578
-35% -$8.12K ﹤0.01% 973
2022
Q1 		$28K Buy
7,332
+1,372
+23% +$5.41K 0.01% 594
2021
Q4 		$29K Buy
+5,960
New +$27K 0.01% 550

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

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

EverSource Wealth Advisors reduced its Wipro (WIT) stake by 20% in Q2 2026, selling an estimated $25.2K and leaving 48,037 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1341.

EverSource Wealth Advisors first reported a position in WIT in Q4 2021 and has held it in 19 quarters since. The position peaked at $470K in Q2 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • EverSource Wealth Advisors held 48,037 shares of Wipro worth $108K as of Q2 2026.
  • EverSource Wealth Advisors sold 11,852 Wipro shares in Q2 2026, an estimated $25.2K.
  • Wipro made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1341 holding.
  • EverSource Wealth Advisors first reported a position in Wipro in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Wipro position peaked at $470K in Q2 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.