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WealthPlan Investment Management’s Innodata INOD Stock Holding History

WealthPlan Investment Management’s Portfolio INOD Stock Details INOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$646K Sell
8,551
-106
-1% -$7.78K 0.03% 279
2026
Q1 		$334K Buy
+8,657
New +$432K 0.02% 369

Other funds holding INOD

RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
MFGM
Marshall Financial Group (Maryland) Hunt Valley, Maryland $686M AUM 24.18% 1-Year Est. Return
OAM
OP Asset Management Helsinki $9.38B AUM 42.35% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
MAP
Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
STAS
Strong Tower Advisory Services Minneapolis, Minnesota $558M AUM 13.89% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $267M AUM 42.76% 1-Year Est. Return

WealthPlan Investment Management's INOD Position: Q2 2026 in Review

WealthPlan Investment Management reduced its Innodata (INOD) stake by 1.2% in Q2 2026, selling an estimated $7.78K and leaving 8,551 shares worth $646K. The position accounts for 0.03% of the portfolio, ranked #279.

WealthPlan Investment Management first reported a position in INOD in Q1 2026 and has held it in 2 quarters since. 57 funds tracked by Wall St. Rank hold INOD as of Q2 2026.

  • WealthPlan Investment Management held 8,551 shares of Innodata worth $646K as of Q2 2026.
  • WealthPlan Investment Management sold 106 Innodata shares in Q2 2026, an estimated $7.78K.
  • Innodata made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #279 holding.
  • WealthPlan Investment Management first reported a position in Innodata in Q1 2026 and has held it in 2 quarters since.
  • 57 funds tracked by Wall St. Rank held Innodata as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.