SSWM
EXLS icon

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

FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LTAS
Linden Thomas Advisory Services Charlotte, North Carolina $1.24B AUM 47.37% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 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. 41 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.
  • 41 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.