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Institute for Wealth Management’s EXL Service EXLS Stock Holding History

Institute for Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$143K Sell
5,541
-1,132
-17% -$33.3K 0.01% 603
2026
Q1 		$203K Buy
6,673
+440
+7% +$15.2K 0.02% 526
2025
Q4 		$265K Sell
6,233
-136
-2% -$5.56K 0.03% 468
2025
Q3 		$280K Buy
+6,369
New +$276K 0.03% 469

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Institute for Wealth Management's EXLS Position: Q2 2026 in Review

Institute for Wealth Management reduced its EXL Service (EXLS) stake by 17% in Q2 2026, selling an estimated $33.3K and leaving 5,541 shares worth $143K. The position accounts for 0.01% of the portfolio, ranked #603.

Institute for Wealth Management first reported a position in EXLS in Q3 2025 and has held it in 4 quarters since. The position peaked at $280K in Q3 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • Institute for Wealth Management held 5,541 shares of EXL Service worth $143K as of Q2 2026.
  • Institute for Wealth Management sold 1,132 EXL Service shares in Q2 2026, an estimated $33.3K.
  • EXL Service made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #603 holding.
  • Institute for Wealth Management first reported a position in EXL Service in Q3 2025 and has held it in 4 quarters since.
  • Institute for Wealth Management's EXL Service position peaked at $280K in Q3 2025.
  • 442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.