Position in WIT
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$40,969
-$24,209 QoQ
Shares Held
19,325
-15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026NewEdge Wealth, LLC holds $80,463,264 across 10 Information Technology Services names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
230,156 | $64,722,168 | |
| 2 | ACN |
Accenture plc
|
66,883 | $8,322,920 | |
| 3 | JKHY |
Jack Henry & Associates Inc
|
31,575 | $4,349,140 | |
| 4 | GDS |
GDS Holdings Ltd
|
29,673 | $891,080 | |
| 5 | CACI |
Caci International Inc /De/
|
1,594 | $738,436 | |
| 6 | APLD |
Applied Digital Corp.
|
14,500 | $540,850 | |
| 7 | INFY |
Infosys Ltd
|
33,537 | $351,803 | |
| 8 | CDW |
CDW Corp
|
2,178 | $306,313 |
All Filings in WIT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,969 | 19,325 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $65,178 | 22,950 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $3,293,341 | 1,252,221 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,467,041 | 1,148,027 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,413,106 | 788,597 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,418,864 | 683,295 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,212,200 | 341,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,945,820 | 318,987 | Shares | Sole | 2024-08-02 | |
| No filing history on record for this holder in this stock. | ||||||