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JFS Wealth Advisors’s Wipro WIT Stock Holding History

JFS 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 		$1.62K Buy
+721
New +$1.53K ﹤0.01% 1674
2026
Q1 		– Sell
-1,978
Closed -$5.62K – 1955
2025
Q4 		$5.62K Hold
1,978
– – ﹤0.01% 1188
2025
Q3 		$5.2K Hold
1,978
– – ﹤0.01% 1107
2025
Q2 		$5.97K Sell
1,978
-400
-17% -$1.16K ﹤0.01% 1027
2025
Q1 		$7.28K Hold
2,378
– – ﹤0.01% 989
2024
Q4 		$8.42K Hold
2,378
– – ﹤0.01% 908
2024
Q3 		$7.71K Hold
2,378
– – ﹤0.01% 949
2024
Q2 		$7.25K Hold
2,378
– – ﹤0.01% 906
2024
Q1 		$6.84K Buy
2,378
+400
+20% +$1.18K ﹤0.01% 966
2023
Q4 		$5.51K Sell
1,978
-22
-1% -$53 ﹤0.01% 1016
2023
Q3 		$4.84K Buy
2,000
+856
+75% +$2.13K ﹤0.01% 1003
2023
Q2 		$2.7K Sell
1,144
-320
-22% -$744 ﹤0.01% 1270
2023
Q1 		$3.29K Buy
1,464
+60
+4% +$143 ﹤0.01% 1163
2022
Q4 		$3.27K Sell
1,404
-1,022
-42% -$2.44K ﹤0.01% 1170
2022
Q3 		$6K Buy
2,426
+1,860
+329% +$4.81K ﹤0.01% 950
2022
Q2 		$2K Sell
566
-834
-60% -$2.63K ﹤0.01% 1412
2022
Q1 		$5K Buy
1,400
+1,104
+373% +$4.35K ﹤0.01% 1086
2021
Q4 		$1K Buy
+296
New +$1.34K ﹤0.01% 1616

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

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

JFS Wealth Advisors opened a new position in Wipro (WIT) in Q2 2026: 721 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #1674 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in WIT as recently as Q4 2025.

JFS Wealth Advisors first reported a position in WIT in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.42K in Q4 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • JFS Wealth Advisors held 721 shares of Wipro worth $1.62K as of Q2 2026.
  • Wipro was a new JFS Wealth Advisors position in Q2 2026.
  • Wipro made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1674 holding.
  • JFS Wealth Advisors first reported a position in Wipro in Q4 2021 and has held it in 18 quarters since.
  • JFS Wealth Advisors's Wipro position peaked at $8.42K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.