Sheets Smith Wealth Management’s EXL Service EXLS Stock Holding History

Sheets Smith 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 Q2	$395K	Sell	15,264 -380	-2%	-$11.2K	0.04%	322
2026 Q1	$476K	Buy	15,644 +53	+0.3%	+$1.83K	0.05%	292
2025 Q4	$662K	Buy	15,591 +100	+0.6%	+$4.09K	0.07%	239
2025 Q3	$682K	Buy	15,491 +220	+1%	+$9.53K	0.08%	241
2025 Q2	$669K	Sell	15,271 -14,885	-49%	-$680K	0.08%	237
2025 Q1	$1.42M	Buy	30,156 +540	+2%	+$26K	0.18%	120
2024 Q4	$1.31M	Buy	29,616 +4,744	+19%	+$205K	0.16%	127
2024 Q3	$949K	Buy	24,872 +10,882	+78%	+$380K	0.12%	160
2024 Q2	$439K	Buy	13,990 +130	+0.9%	+$3.9K	0.05%	262
2024 Q1	$441K	Hold	13,860	–	–	0.05%	264
2023 Q4	$428K	Buy	13,860 +680	+5%	+$19.2K	0.06%	238
2023 Q3	$370K	Buy	13,180 +360	+3%	+$10.5K	0.06%	248
2023 Q2	$387K	Hold	12,820	–	–	0.06%	241
2023 Q1	$415K	Buy	+12,820	New	+$425K	0.06%	221
2016 Q3	–	Sell	-80,050	Closed	-$839K	–	270
2016 Q2	$839K	Buy	+80,050	New	+$811K	0.24%	138

Other funds holding EXLS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GCM

Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Sheets Smith Wealth Management's EXLS Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its EXL Service (EXLS) stake by 2.4% in Q2 2026, selling an estimated $11.2K and leaving 15,264 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #322.

Sheets Smith Wealth Management first reported a position in EXLS in Q2 2016 and has held it in 15 quarters since. The position peaked at $1.42M in Q1 2025. 442 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

Sheets Smith Wealth Management held 15,264 shares of EXL Service worth $395K as of Q2 2026.
Sheets Smith Wealth Management sold 380 EXL Service shares in Q2 2026, an estimated $11.2K.
EXL Service made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #322 holding.
Sheets Smith Wealth Management first reported a position in EXL Service in Q2 2016 and has held it in 15 quarters since.
Sheets Smith Wealth Management's EXL Service position peaked at $1.42M in Q1 2025.
442 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.