IFWM
EXLS icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Institute for Wealth Management's EXLS Position: Q1 2026 in Review

Institute for Wealth Management increased its EXL Service (EXLS) stake by 7.1% in Q1 2026, buying an estimated $15.2K and bringing the position to 6,673 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #526.

Institute for Wealth Management first reported a position in EXLS in Q3 2025 and has held it in 3 quarters since. The position peaked at $280K in Q3 2025. 458 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Institute for Wealth Management held 6,673 shares of EXL Service worth $203K as of Q1 2026.
  • Institute for Wealth Management bought 440 EXL Service shares in Q1 2026, an estimated $15.2K.
  • EXL Service made up 0.02% of Institute for Wealth Management's portfolio in Q1 2026, its #526 holding.
  • Institute for Wealth Management first reported a position in EXL Service in Q3 2025 and has held it in 3 quarters since.
  • Institute for Wealth Management's EXL Service position peaked at $280K in Q3 2025.
  • 458 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.