Valeo Financial Advisors’s Wipro WIT Stock Holding History

Valeo Financial 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
2026 Q3	$101K	Buy	61,109 +31,254	+105%	+$57.4K	﹤0.01%	809
2026 Q2	$67.2K	Buy	+29,855	New	+$63.5K	﹤0.01%	806
2026 Q1	–	Sell	-10,899	Closed	-$31K	–	897
2025 Q4	$31K	Buy	+10,899	New	+$29.8K	﹤0.01%	820
2020 Q3	–	Sell	-484	Closed	-$1K	–	2167
2020 Q2	$1K	Hold	484	–	–	﹤0.01%	1982
2020 Q1	$1K	Hold	484	–	–	﹤0.01%	1737
2019 Q4	$1K	Hold	484	–	–	﹤0.01%	1583
2019 Q3	$1K	Buy	+484	New	+$950	﹤0.01%	1503
2018 Q1	–	Sell	-2,283	Closed	-$5K	–	1610
2017 Q4	$5K	Sell	2,283 -272	-11%	-$544	﹤0.01%	1033
2017 Q3	$5K	Buy	+2,555	New	+$5.6K	﹤0.01%	888

Other funds holding WIT

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

EPAM

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Williams & Novak Westlake Village, California $169M AUM 17.63% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

FFA

Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return

ACA

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

JWM

JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Valeo Financial Advisors's WIT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Wipro (WIT) stake by 105% in Q3 2026, buying an estimated $57.4K and bringing the position to 61,109 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #809.

Valeo Financial Advisors first reported a position in WIT in Q3 2017 and has held it in 9 quarters since. 17 funds tracked by Wall St. Rank hold WIT as of Q3 2026.

Valeo Financial Advisors held 61,109 shares of Wipro worth $101K as of Q3 2026.
Valeo Financial Advisors bought 31,254 Wipro shares in Q3 2026, an estimated $57.4K.
Wipro made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #809 holding.
Valeo Financial Advisors first reported a position in Wipro in Q3 2017 and has held it in 9 quarters since.
17 funds tracked by Wall St. Rank held Wipro as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.