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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 – 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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
DE
Defiance ETFs New York $7.37B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Valeo Financial Advisors's WIT Position: Q2 2026 in Review

Valeo Financial Advisors opened a new position in Wipro (WIT) in Q2 2026: 29,855 shares worth $67.2K. The stake represents ﹤0.01% of the portfolio and ranks #806 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in WIT as recently as Q4 2025.

Valeo Financial Advisors first reported a position in WIT in Q3 2017 and has held it in 8 quarters since. 296 funds tracked by Wall St. Rank hold WIT as of Q2 2026.

  • Valeo Financial Advisors held 29,855 shares of Wipro worth $67.2K as of Q2 2026.
  • Wipro was a new Valeo Financial Advisors position in Q2 2026.
  • Wipro made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #806 holding.
  • Valeo Financial Advisors first reported a position in Wipro in Q3 2017 and has held it in 8 quarters since.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.