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True Wealth Design’s EXL Service EXLS Stock Holding History

True Wealth Design’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 		$16.2K Sell
625
-271
-30% -$7.98K ﹤0.01% 896
2026
Q1 		$27.3K Buy
896
+190
+27% +$6.55K 0.01% 593
2025
Q4 		$30K Buy
706
+257
+57% +$10.5K 0.01% 476
2025
Q3 		$19.8K Buy
449
+446
+14,867% +$19.3K 0.01% 619
2025
Q2 		$132 Hold
3
– – ﹤0.01% 2173
2025
Q1 		$142 Buy
+3
New +$144 ﹤0.01% 2082

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
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

True Wealth Design's EXLS Position: Q2 2026 in Review

True Wealth Design reduced its EXL Service (EXLS) stake by 30% in Q2 2026, selling an estimated $7.98K and leaving 625 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

True Wealth Design first reported a position in EXLS in Q1 2025 and has held it in 6 quarters since. The position peaked at $30K in Q4 2025. 40 funds tracked by Wall St. Rank hold EXLS as of Q2 2026.

  • True Wealth Design held 625 shares of EXL Service worth $16.2K as of Q2 2026.
  • True Wealth Design sold 271 EXL Service shares in Q2 2026, an estimated $7.98K.
  • EXL Service made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #896 holding.
  • True Wealth Design first reported a position in EXL Service in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's EXL Service position peaked at $30K in Q4 2025.
  • 40 funds tracked by Wall St. Rank held EXL Service as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.