Position in WIT
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$89,055
+$8,309 QoQ
Shares Held
39,580
+3.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#176
of 296 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 39%
Shared 1%
None 60%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026GeoWealth Management, LLC holds $3,533,313 across 7 Information Technology Services names. WIT ranks #7 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ACN |
Accenture plc
|
10,203 | $1,269,661 | |
| 2 | IBM |
International Business Machines Corp
|
3,900 | $1,096,719 | |
| 3 | FIS |
Fidelity National Information Services, Inc.
|
9,003 | $350,036 | |
| 4 | BR |
Broadridge Financial Solutions, Inc.
|
1,970 | $269,791 | |
| 5 | CACI |
Caci International Inc /De/
|
580 | $268,690 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
1,839 | $189,361 | |
| 7 | WIT |
Wipro Ltd
This page
|
39,580 | $89,055 |
All Filings in WIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $89,055 | 39,580 | Shares | Other | 2026-07-30 | |
| 2026-03-31 | $80,746 | 38,088 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $120,958 | 42,591 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $90,550 | 34,430 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $113,567 | 37,605 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $96,622 | 31,576 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $155,462 | 43,916 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $35,724 | 5,513 | Shares | Other | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||