Mount Yale Investment Advisors’s Wipro WIT Stock Holding History

Mount Yale Investment 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
2025 Q2	–	Sell	-51,577	Closed	-$158K	–	1518
2025 Q1	$158K	Sell	51,577 -1,610	-3%	-$5.49K	0.01%	524
2024 Q4	$188K	Buy	+53,187	New	+$182K	0.02%	528
2024 Q1	–	Sell	-161,338	Closed	-$449K	–	567
2023 Q4	$449K	Buy	161,338 +28,082	+21%	+$68.2K	0.04%	339
2023 Q3	$322K	Sell	133,256 -25,314	-16%	-$63K	0.04%	379
2023 Q2	$374K	Buy	158,570 +74,360	+88%	+$173K	0.04%	350
2023 Q1	$189K	Buy	+84,210	New	+$200K	0.02%	465
2022 Q1	–	Sell	-32,590	Closed	-$159K	–	503
2021 Q4	$159K	Sell	32,590 -4,414	-12%	-$20K	0.02%	451
2021 Q3	$163K	Sell	37,004 -29,482	-44%	-$129K	0.02%	455
2021 Q2	$260K	Buy	+66,486	New	+$248K	0.03%	356

Other funds holding WIT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mount Yale Investment Advisors's WIT Position: Q2 2025 in Review

Mount Yale Investment Advisors sold out of Wipro (WIT) in Q2 2025, closing a stake of 51,577 shares — an estimated $158K sold.

Mount Yale Investment Advisors first reported a position in WIT in Q2 2021 and held it in 9 quarters. The position peaked at $449K in Q4 2023. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2025.

Mount Yale Investment Advisors reported no remaining Wipro position as of Q2 2025 after selling out during the quarter.
Mount Yale Investment Advisors sold 51,577 Wipro shares in Q2 2025, an estimated $158K.
Mount Yale Investment Advisors first reported a position in Wipro in Q2 2021 and held it in 9 quarters.
Mount Yale Investment Advisors's Wipro position peaked at $449K in Q4 2023.
296 funds tracked by Wall St. Rank held Wipro as of Q2 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.