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 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	–	2190
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	–	1645
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

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return