Position in WIT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$526
+$498 QoQ
Shares Held
234
+2240.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#289
of 296 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Steward Partners Investment Advisory, LLC holds $93,128,412 across 33 Information Technology Services names. WIT ranks #31 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
147,719 | $41,540,059 | |
| 2 | APLD |
Applied Digital Corp.
|
732,722 | $27,330,530 | |
| 3 | ACN |
Accenture plc
|
62,202 | $7,740,416 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
146,073 | $5,679,318 | |
| 5 | BR |
Broadridge Financial Solutions, Inc.
|
19,836 | $2,716,540 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
15,115 | $2,081,940 | |
| 7 | KD |
Kyndryl Holdings, Inc.
|
124,834 | $1,411,872 | |
| 8 | EXLS |
ExlService Holdings, Inc.
|
30,318 | $784,023 |
All Filings in WIT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $526 | 234 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $28 | 10 | Shares | Sole | 2026-02-12 | |
| No filing history on record for this holder in this stock. | ||||||