Position in WIT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$87,024
-$84,921 QoQ
Shares Held
38,678
-52.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#179
of 296 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in WIT Over Time
Shares Held
Position Value (USD)
Position in Information Technology Services
Technology · as of Jun 30, 2026Modern Wealth Management, LLC holds $11,013,455 across 8 Information Technology Services names. WIT ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IBM |
International Business Machines Corp
|
28,885 | $8,122,746 | |
| 2 | BR |
Broadridge Financial Solutions, Inc.
|
13,948 | $1,910,176 | |
| 3 | ACN |
Accenture plc
|
3,242 | $403,431 | |
| 4 | FIS |
Fidelity National Information Services, Inc.
|
5,877 | $228,495 | |
| 5 | INFY |
Infosys Ltd
|
14,051 | $147,393 | |
| 6 | WIT |
Wipro Ltd
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|
38,678 | $87,024 | |
| 7 | GDYN |
Grid Dynamics Holdings, Inc.
|
11,620 | $66,001 | |
| 8 | VRRM |
VERRA MOBILITY Corp
|
11,339 | $48,189 |
All Filings in WIT
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $87,024 | 38,678 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $171,945 | 81,107 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $622,195 | 219,083 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $566,404 | 215,363 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $681,878 | 225,788 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $612,048 | 200,016 | Shares | Other | 2025-06-02 | |
| No filing history on record for this holder in this stock. | ||||||