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Financial Planning Navigators’s Wipro WIT Stock Holding History

Financial Planning Navigators’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 		$25.4K Buy
+11,281
New +$24K 0.01% 70
2026
Q1 		– Sell
-16,136
Closed -$45.8K – 52
2025
Q4 		$45.8K Buy
+16,136
New +$44.1K 0.02% 45

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

Financial Planning Navigators's WIT Position: Q2 2026 in Review

Financial Planning Navigators opened a new position in Wipro (WIT) in Q2 2026: 11,281 shares worth $25.4K. The stake represents 0.01% of the portfolio and ranks #70 among its holdings. This is a return to the name: Financial Planning Navigators previously reported a position in WIT as recently as Q4 2025.

Financial Planning Navigators first reported a position in WIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $45.8K in Q4 2025. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • Financial Planning Navigators held 11,281 shares of Wipro worth $25.4K as of Q2 2026.
  • Wipro was a new Financial Planning Navigators position in Q2 2026.
  • Wipro made up 0.01% of Financial Planning Navigators's portfolio in Q2 2026, its #70 holding.
  • Financial Planning Navigators first reported a position in Wipro in Q4 2025 and has held it in 2 quarters since.
  • Financial Planning Navigators's Wipro position peaked at $45.8K in Q4 2025.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on Financial Planning Navigators's 13F filing for Q2 2026, filed 28 Jul 2026.