Position in WIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$66,836
-$163,404 QoQ
Shares Held
29,705
-72.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#191
of 296 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $20,109,123 across 12 Information Technology Services names. WIT ranks #12 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
46,912 | $13,192,123 | |
| 2 | ACN |
Accenture plc
|
14,876 | $1,851,169 | |
| 3 | BR |
Broadridge Financial Solutions, Inc.
|
13,403 | $1,835,540 | |
| 4 | CACI |
Caci International Inc /De/
|
1,441 | $667,557 | |
| 5 | LDOS |
Leidos Holdings, Inc.
|
5,039 | $518,865 | |
| 6 | IT |
Gartner Inc
|
3,596 | $466,113 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
10,961 | $424,519 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
10,400 | $404,352 |
All Filings in WIT
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $66,836 | 29,705 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $230,240 | 108,604 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $250,754 | 88,294 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $567,214 | 215,671 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $299,333 | 99,117 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $43,770 | 14,304 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $59,560 | 16,825 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $100,511 | 15,511 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $95,861 | 15,715 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $75,854 | 13,192 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $82,018 | 14,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $68,093 | 14,069 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $70,951 | 15,032 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $59,963 | 13,355 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $50,794 | 10,900 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||