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Williams & Novak’s Wipro WIT Stock Holding History

Williams & Novak’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
Q3 		$63.5K Buy
38,480
+2,064
+6% +$3.79K 0.04% 139
2026
Q2 		$81.9K Buy
36,416
+9,421
+35% +$20K 0.05% 130
2026
Q1 		$57K Buy
+26,995
New +$65.8K 0.04% 128

Other funds holding WIT

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
ACA
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
JWM
JGP Wealth Management Bend, Oregon $1.13B AUM 26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Williams & Novak's WIT Position: Q3 2026 in Review

Williams & Novak increased its Wipro (WIT) stake by 5.7% in Q3 2026, buying an estimated $3.79K and bringing the position to 38,480 shares worth $63.5K. The position accounts for 0.04% of the portfolio, ranked #139.

Williams & Novak first reported a position in WIT in Q1 2026 and has held it in 3 quarters since. The position peaked at $81.9K in Q2 2026. 17 funds tracked by Wall St. Rank hold WIT as of Q3 2026.

  • Williams & Novak held 38,480 shares of Wipro worth $63.5K as of Q3 2026.
  • Williams & Novak bought 2,064 Wipro shares in Q3 2026, an estimated $3.79K.
  • Wipro made up 0.04% of Williams & Novak's portfolio in Q3 2026, its #139 holding.
  • Williams & Novak first reported a position in Wipro in Q1 2026 and has held it in 3 quarters since.
  • Williams & Novak's Wipro position peaked at $81.9K in Q2 2026.
  • 17 funds tracked by Wall St. Rank held Wipro as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.