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JGP Wealth Management’s Wipro WIT Stock Holding History

JGP Wealth Management’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
Q3 		$23.8K Buy
+14,396
New +$26.4K ﹤0.01% 242
2026
Q2 		– Sell
-10,165
Closed -$21.6K – 241
2026
Q1 		$21.6K Buy
+10,165
New +$24.8K ﹤0.01% 223

Other funds holding WIT

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

JGP Wealth Management's WIT Position: Q3 2026 in Review

JGP Wealth Management opened a new position in Wipro (WIT) in Q3 2026: 14,396 shares worth $23.8K. The stake represents ﹤0.01% of the portfolio and ranks #242 among its holdings. This is a return to the name: JGP Wealth Management previously reported a position in WIT as recently as Q1 2026.

JGP Wealth Management first reported a position in WIT in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold WIT as of Q3 2026.

  • JGP Wealth Management held 14,396 shares of Wipro worth $23.8K as of Q3 2026.
  • Wipro was a new JGP Wealth Management position in Q3 2026.
  • Wipro made up ﹤0.01% of JGP Wealth Management's portfolio in Q3 2026, its #242 holding.
  • JGP Wealth Management first reported a position in Wipro in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Wipro as of Q3 2026.

Based on JGP Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.