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Wealthspire Advisors (New York)’s EXL Service EXLS Stock Holding History

Wealthspire Advisors (New York)’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-460
Closed -$20.3K – 1624
2025
Q3 		$20.3K Buy
+460
New +$19.9K ﹤0.01% 1681

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthspire Advisors (New York)'s EXLS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of EXL Service (EXLS) in Q4 2025, closing a stake of 460 shares — an estimated $20.3K sold.

Wealthspire Advisors (New York) first reported a position in EXLS in Q3 2025 and held it in 1 quarter. The position peaked at $20.3K in Q3 2025. 466 funds tracked by Wall St. Rank hold EXLS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining EXL Service position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 460 EXL Service shares in Q4 2025, an estimated $20.3K.
  • Wealthspire Advisors (New York) first reported a position in EXL Service in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s EXL Service position peaked at $20.3K in Q3 2025.
  • 466 funds tracked by Wall St. Rank held EXL Service as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.