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Waldron Private Wealth’s Wipro WIT Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-98,840
Closed -$350K – 430
2024
Q4 		$350K Sell
98,840
-366
-0.4% -$1.25K 0.01% 307
2024
Q3 		$321K Buy
99,206
+25,324
+34% +$79.3K 0.01% 315
2024
Q2 		$225K Sell
73,882
-1,972
-3% -$5.43K 0.01% 375
2024
Q1 		$218K Buy
75,854
+204
+0.3% +$602 0.01% 379
2023
Q4 		$211K Buy
75,650
+16,430
+28% +$39.9K 0.01% 382
2023
Q3 		$143K Buy
59,220
+7,592
+15% +$18.9K 0.01% 362
2023
Q2 		$122K Sell
51,628
-384
-0.7% -$892 0.01% 362
2023
Q1 		$117K Buy
+52,012
New +$124K 0.01% 403

Other funds holding WIT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Waldron Private Wealth's WIT Position: Q1 2025 in Review

Waldron Private Wealth sold out of Wipro (WIT) in Q1 2025, closing a stake of 98,840 shares — an estimated $350K sold.

Waldron Private Wealth first reported a position in WIT in Q1 2023 and held it in 8 quarters. The position peaked at $350K in Q4 2024. 296 funds tracked by Wall St. Rank hold WIT as of Q1 2025.

  • Waldron Private Wealth reported no remaining Wipro position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 98,840 Wipro shares in Q1 2025, an estimated $350K.
  • Waldron Private Wealth first reported a position in Wipro in Q1 2023 and held it in 8 quarters.
  • Waldron Private Wealth's Wipro position peaked at $350K in Q4 2024.
  • 296 funds tracked by Wall St. Rank held Wipro as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.