Position in WIT
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,044
+$2,390 QoQ
Shares Held
2,242
+79.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#278
of 296 holders
Holding Since
Mar 2020
19 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, 2026IFP Advisors, Inc holds $19,148,848 across 44 Information Technology Services names. WIT ranks #33 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
43,273 | $12,168,800 | |
| 2 | LDOS |
Leidos Holdings, Inc.
|
12,055 | $1,241,303 | |
| 3 | ACN |
Accenture plc
|
9,745 | $1,212,667 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
23,992 | $932,808 | |
| 5 | CACI |
Caci International Inc /De/
|
1,510 | $699,522 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
3,958 | $545,174 | |
| 7 | CTSH |
Cognizant Technology Solutions Corp
|
8,968 | $347,330 | |
| 8 | BR |
Broadridge Financial Solutions, Inc.
|
2,107 | $288,553 |
All Filings in WIT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,044 | 2,242 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,654 | 1,252 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,309 | 461 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,098 | 1,178 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $3,557 | 1,178 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,604 | 1,178 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $5,274 | 1,490 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $3,816 | 589 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $3,592 | 589 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,679 | 466 | Shares | Sole | 2024-07-30 | |
| 2022-09-30 | $1,648 | 350 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,858 | 350 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $2,698 | 350 | Shares | Sole | 2022-08-08 | |
| 2021-06-30 | $0 | 0 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $0 | 0 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $0 | 0 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $0 | 0 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $0 | 0 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $0 | 0 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||