Position in WIT
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,223
-$87,434 QoQ
Shares Held
14,766
-65.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 296 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Lido Advisors, LLC holds $55,492,518 across 16 Information Technology Services names. WIT ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
128,125 | $36,030,029 | |
| 2 | IT |
Gartner Inc
|
51,767 | $6,710,038 | |
| 3 | ACN |
Accenture plc
|
45,652 | $5,680,933 | |
| 4 | SAIC |
Science Applications International Corp
|
12,485 | $1,378,468 | |
| 5 | PENG |
Penguin Solutions, Inc.
|
14,141 | $1,074,856 | |
| 6 | LDOS |
Leidos Holdings, Inc.
|
9,828 | $1,011,989 | |
| 7 | BR |
Broadridge Financial Solutions, Inc.
|
6,838 | $936,464 | |
| 8 | INGM |
Ingram Micro Holding Corp
|
29,347 | $804,988 |
All Filings in WIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,223 | 14,766 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $120,657 | 42,485 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $100,020 | 38,031 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $60,046 | 19,883 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $59,531 | 19,455 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $90,410 | 25,540 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $82,658 | 12,756 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $83,520 | 13,692 | Shares | Defined | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||