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Perigon Wealth Management’s Wipro WIT Stock Holding History

Perigon 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
Q1 		$139K Buy
65,473
+1,205
+2% +$2.94K ﹤0.01% 1245
2025
Q4 		$183K Buy
+64,268
New +$175K ﹤0.01% 1255
2025
Q3 		– Sell
-11,204
Closed -$33.8K – 1251
2025
Q2 		$33.8K Sell
11,204
-3,877
-26% -$11.3K ﹤0.01% 1049
2025
Q1 		$46.1K Sell
15,081
-3,486
-19% -$11.9K ﹤0.01% 1019
2024
Q4 		$61.3K Buy
+18,567
New +$63.6K ﹤0.01% 1034

Other funds holding WIT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
DE
Defiance ETFs New York $6.95B AUM
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
ACP
Avantyr Capital Partners New York $2.08B AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return