Institute for Wealth Management, LLC.
Position in EXLS — ExlService Holdings, Inc.
CIK 1533954
DENVER, CO
Position in EXLS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$143,290
-$59,902 QoQ
Shares Held
5,541
-17.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#325
of 440 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXLS Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,856,736 across 13 Information Technology Services names. EXLS ranks #5 (7.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
3,500 | $984,235 | |
| 2 | IT |
Gartner Inc
|
2,161 | $280,108 | |
| 3 | ACN |
Accenture plc
|
1,374 | $170,980 | |
| 4 | CTSH |
Cognizant Technology Solutions Corp
|
4,041 | $156,507 | |
| 5 | EXLS |
ExlService Holdings, Inc.
This page
|
5,541 | $143,290 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
588 | $80,991 | |
| 7 | FIS |
Fidelity National Information Services, Inc.
|
436 | $16,951 | |
| 8 | CDW |
CDW Corp
|
75 | $10,548 |
All Filings in EXLS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $143,290 | 5,541 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $203,192 | 6,673 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $264,528 | 6,233 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $280,427 | 6,369 | Shares | Sole | 2025-10-17 | |
| No filing history on record for this holder in this stock. | ||||||