Position in WIT
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$292,677
-$112,893 QoQ
Shares Held
130,079
-32.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#109
of 296 holders
Holding Since
Jun 2021
21 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, 2026West Family Investments, Inc. holds $2,079,853 across 5 Information Technology Services names. WIT ranks #2 (14.1% of the industry book) .
All Filings in WIT
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,677 | 130,079 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $405,570 | 191,307 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,307,428 | 460,362 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,422,701 | 540,951 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,610,164 | 533,167 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,187,876 | 388,195 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,416,870 | 400,246 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,402,945 | 216,504 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $1,336,186 | 219,047 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,171,194 | 203,686 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,190,515 | 213,737 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,011,821 | 209,054 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $1,081,668 | 229,167 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $905,866 | 201,752 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $329,466 | 70,701 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $712,495 | 151,273 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $562,971 | 106,021 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $646,167 | 83,809 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $877,160 | 89,873 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $887,944 | 100,560 | Shares | Sole | 2022-02-15 | |
| 2021-06-30 | $728,493 | 93,277 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||