Position in WIT
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$26,394
-$19,432 QoQ
Shares Held
11,731
-27.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#253
of 296 holders
Holding Since
Mar 2024
6 quarters on record
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Simplicity Wealth,LLC holds $12,074,495 across 9 Information Technology Services names. WIT ranks #9 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
29,704 | $8,353,061 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
9,848 | $1,348,683 | |
| 3 | ACN |
Accenture plc
|
7,588 | $944,250 | |
| 4 | LDOS |
Leidos Holdings, Inc.
|
4,993 | $514,129 | |
| 5 | EFOR |
Everforth Inc
|
18,484 | $330,309 | |
| 6 | JKHY |
Jack Henry & Associates Inc
|
1,888 | $260,053 | |
| 7 | SAIC |
Science Applications International Corp
|
1,858 | $205,141 | |
| 8 | VRRM |
VERRA MOBILITY Corp
|
21,759 | $92,475 |
All Filings in WIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,394 | 11,731 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $45,826 | 16,136 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $43,644 | 16,595 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $62,115 | 20,568 | Shares | Sole | 2025-07-22 | |
| 2024-06-30 | $98,356 | 16,124 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $91,114 | 15,846 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||