Position in WIT
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$794,290
+$124,735 QoQ
Shares Held
353,018
+11.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#70
of 296 holders
Holding Since
Jun 2020
25 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, 2026PDS Planning, Inc holds $3,677,073 across 4 Information Technology Services names. WIT ranks #2 (21.6% of the industry book) .
All Filings in WIT
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,290 | 353,018 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $669,555 | 315,828 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $714,612 | 251,624 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $567,635 | 215,831 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $562,532 | 186,269 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $622,602 | 203,465 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $641,079 | 181,096 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $598,440 | 92,352 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $543,205 | 89,050 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $461,242 | 80,216 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $417,722 | 74,995 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $383,187 | 79,171 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $350,988 | 74,362 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $261,973 | 58,346 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $147,502 | 31,653 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $142,293 | 30,211 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $84,614 | 15,935 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $221,346 | 28,709 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $199,816 | 20,473 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $215,902 | 24,451 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $166,071 | 21,264 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $116,827 | 18,427 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $91,377 | 16,173 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $65,118 | 13,855 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $40,299 | 12,175 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||