Position in WIT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$19,732
+$13,610 QoQ
Shares Held
8,770
+203.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#267
of 296 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026ASSETMARK, INC holds $113,967,957 across 28 Information Technology Services names. WIT ranks #16 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
219,083 | $27,262,688 | |
| 2 | CTSH |
Cognizant Technology Solutions Corp
|
619,651 | $23,999,083 | |
| 3 | IBM |
International Business Machines Corp
|
73,846 | $20,766,233 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
119,983 | $16,431,671 | |
| 5 | FIS |
Fidelity National Information Services, Inc.
|
379,150 | $14,741,352 | |
| 6 | PSN |
Parsons Corp
|
109,308 | $5,726,646 | |
| 7 | CDW |
CDW Corp
|
17,245 | $2,425,336 | |
| 8 | JKHY |
Jack Henry & Associates Inc
|
3,852 | $530,574 |
All Filings in WIT
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,732 | 8,770 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $6,122 | 2,888 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,749 | 3,433 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $8,216 | 3,124 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,207 | 1,062 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $2,925 | 956 | Shares | Sole | 2025-05-06 | |
| 2024-03-31 | $102,183 | 17,771 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $137,389 | 24,666 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $159,294 | 32,912 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $45,472 | 9,634 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $34,519 | 7,688 | Shares | Defined | 2023-05-05 | |
| 2021-12-31 | $13,537 | 1,387 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||