Position in WIT
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$108,081
-$18,879 QoQ
Shares Held
48,037
-19.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#161
of 296 holders
Holding Since
Dec 2021
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, 2026EverSource Wealth Advisors, LLC holds $4,664,306 across 50 Information Technology Services names. WIT ranks #11 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
6,578 | $1,849,791 | |
| 2 | ACN |
Accenture plc
|
3,110 | $387,003 | |
| 3 | IT |
Gartner Inc
|
2,145 | $278,032 | |
| 4 | CDW |
CDW Corp
|
1,816 | $255,398 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
1,821 | $249,380 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,680 | $231,398 | |
| 7 | SAIC |
Science Applications International Corp
|
1,302 | $143,748 | |
| 8 | FIS |
Fidelity National Information Services, Inc.
|
3,656 | $142,140 |
All Filings in WIT
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,081 | 48,037 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $126,960 | 59,889 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $154,751 | 54,491 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $159,444 | 60,626 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $287,204 | 95,101 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $301,803 | 98,629 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $352,890 | 99,687 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $336,304 | 51,899 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $465,232 | 76,268 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $391,463 | 68,081 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $329,897 | 59,228 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $290,529 | 60,027 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $154,895 | 32,817 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $156,618 | 34,882 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $69,716 | 14,961 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,741 | 1,219 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $12,621 | 2,377 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $28,264 | 3,666 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $29,084 | 2,980 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||