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Whipplewood Advisors’s Mitek Systems MITK Stock Holding History

Whipplewood Advisors’s Portfolio MITK Stock Details MITK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-204
Closed -$2.02K – 831
2025
Q2 		$2.02K Sell
204
-334
-62% -$3K ﹤0.01% 879
2025
Q1 		$1.01K Buy
+538
New +$5.23K ﹤0.01% 1027

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Invesco
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

Whipplewood Advisors's MITK Position: Q3 2025 in Review

Whipplewood Advisors sold out of Mitek Systems (MITK) in Q3 2025, closing a stake of 204 shares — an estimated $2.02K sold.

Whipplewood Advisors first reported a position in MITK in Q1 2025 and held it in 2 quarters. The position peaked at $2.02K in Q2 2025. 163 funds tracked by Wall St. Rank hold MITK as of Q3 2025.

  • Whipplewood Advisors reported no remaining Mitek Systems position as of Q3 2025 after selling out during the quarter.
  • Whipplewood Advisors sold 204 Mitek Systems shares in Q3 2025, an estimated $2.02K.
  • Whipplewood Advisors first reported a position in Mitek Systems in Q1 2025 and held it in 2 quarters.
  • Whipplewood Advisors's Mitek Systems position peaked at $2.02K in Q2 2025.
  • 163 funds tracked by Wall St. Rank held Mitek Systems as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.