Filing Research | WIPRO LTD Institutional Holdings

Snapshot holdings

50 / 54 loaded

#		Instrument	quantity
1	Robeco Institutional Asset Management B.V.	Shares	5.5MSH	$12.4M
2	Perpetual Ltd	Shares	1.2MSH	$2.7M
3	Sequoia Financial Advisors, LLC	Shares	966.5KSH	$2.2M
4	Ballentine Partners, LLC	Shares	511.0KSH	$1.1M
5	Sava Infond d.o.o.	Shares	500.0KSH	$1.1M
6	SIGNATUREFD, LLC	Shares	324.5KSH	$730.2K
7	E. Ohman J:or Asset Management AB	Shares	219.0KSH	$492.8K
8	Blue Trust, Inc.	Shares	183.3KSH	$412.5K
9	BSW Wealth Partners	Shares	176.7KSH	$397.5K
10	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	165.6KSH	$372.7K
11	Abacus Wealth Partners, LLC	Shares	104.3KSH	$234.7K
12	Vest Financial, LLC	Shares	102.7KSH	$231.1K
13	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	97.7KSH	$219.9K
14	Sivia Capital Partners, LLC	Shares	95.4KSH	$214.7K
15	Composition Wealth, LLC	Shares	85.2KSH	$191.6K
16	GAMMA Investing LLC	Shares	78.6KSH	$176.9K
17	Foster Group, Inc.	Shares	74.3KSH	$167.3K
18	Mirae Asset Global Investments Co., Ltd.	Shares	73.0KSH	$164.3K
19	Diversified Trust Co	Shares	63.3KSH	$142.3K
20	QRG CAPITAL MANAGEMENT, INC.	Shares	61.8KSH	$139.2K
21	AUGUSTINE ASSET MANAGEMENT INC	Shares	59.7KSH	$134.3K
22	Dynamic Advisor Solutions LLC	Shares	49.7KSH	$111.7K
23	Elmwood Wealth Management, Inc.	Shares	49.1KSH	$110.5K
24	EverSource Wealth Advisors, LLC	Shares	48.0KSH	$108.1K
25	Fragasso Financial Advisors Inc	Shares	47.3KSH	$106.4K
26	GREENLEAF TRUST	Shares	40.7KSH	$91.5K
27	Williams & Novak, LLC	Shares	36.4KSH	$81.9K
28	Valeo Financial Advisors, LLC	Shares	29.9KSH	$67.2K
29	Legacy Advisors, LLC	Shares	27.4KSH	$61.7K
30	Essex Bank	Shares	26.5KSH	$59.6K
31	Interchange Capital Partners, LLC	Shares	25.3KSH	$56.9K
32	Farther Finance Advisors, LLC	Shares	25.0KSH	$56.1K
33	Mayflower Financial Advisors, LLC	Shares	23.3KSH	$52.4K
34	Penobscot Investment Management Company, Inc.	Shares	19.7KSH	$44.3K
35	Optas, LLC	Shares	17.5KSH	$39.3K
36	Canopy Partners, LLC	Shares	16.4KSH	$36.9K
37	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	13.5KSH	$30.3K
38	Nolet Wealth Management, LLC	Shares	12.6KSH	$28.3K
39	Wealthcare Advisory Partners LLC	Shares	12.4KSH	$28.0K
40	Apella Capital, LLC	Shares	15.0KSH	$27.8K
41	CogentBlue Wealth Advisors, LLC	Shares	12.2KSH	$27.5K
42	JM2 Capital Inc.	Shares	12.1KSH	$27.2K
43	Winthrop Advisory Group LLC	Shares	11.7KSH	$26.4K
44	Park Capital Management, LLC / WI	Shares	11.3KSH	$25.5K
45	O'Connor Financial Group LLC	Shares	10.3KSH	$23.2K
46	Affinity Capital Advisors, LLC	Shares	12.4KSH	$22.8K
47	FINANCIAL CONSULATE, INC	Shares	7.5KSH	$16.9K
48	Physician Wealth Advisors, Inc.	Shares	4.9KSH	$10.9K
49	IFP Advisors, Inc	Shares	2.2KSH	$5.0K
50	Key FInancial Inc	Shares	1.5KSH	$3.4K

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Manager changes2026-06-30 vs 2026-03-31

50 / 65 loaded

#		Instrument
1	Sava Infond d.o.o. added	Shares	+180.0K	+$446.6K	$1.1M
2	Robeco Institutional Asset Management B.V. trimmed	Shares	-153.9K	+$387.7K	$12.4M
3	Mirae Asset Global Investments Co., Ltd. new	Shares	+73.0K	+$164.3K	$164.3K
4	Perpetual Ltd unchanged	Shares	0	+$154.7K	$2.7M
5	E. Ohman J:or Asset Management AB added	Shares	+40.0K	+$113.3K	$492.8K
6	Elmwood Wealth Management, Inc. new	Shares	+49.1K	+$110.5K	$110.5K
7	Vest Financial, LLC added	Shares	+45.4K	+$109.6K	$231.1K
8	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management added	Shares	+34.5K	+$94.8K	$372.7K
9	Composition Wealth, LLC added	Shares	+38.9K	+$93.6K	$191.6K
10	Valeo Financial Advisors, LLC new	Shares	+29.9K	+$67.2K	$67.2K
11	Foster Group, Inc. added	Shares	+21.9K	+$56.2K	$167.3K
12	QRG CAPITAL MANAGEMENT, INC. added	Shares	+19.9K	+$50.2K	$139.2K
13	Fragasso Financial Advisors Inc added	Shares	+17.4K	+$41.0K	$106.4K
14	Diversified Trust Co added	Shares	+12.4K	+$34.5K	$142.3K
15	Legacy Advisors, LLC added	Shares	+13.3K	+$31.8K	$61.7K
16	Nolet Wealth Management, LLC new	Shares	+12.6K	+$28.3K	$28.3K
17	Wealthcare Advisory Partners LLC new	Shares	+12.4K	+$28.0K	$28.0K
18	Interchange Capital Partners, LLC added	Shares	+13.7K	+$27.9K	$56.9K
19	Apella Capital, LLC new	Shares	+15.0K	+$27.8K	$27.8K
20	CogentBlue Wealth Advisors, LLC new	Shares	+12.2K	+$27.5K	$27.5K
21	Winthrop Advisory Group LLC new	Shares	+11.7K	+$26.4K	$26.4K
22	Park Capital Management, LLC / WI new	Shares	+11.3K	+$25.5K	$25.5K
23	Williams & Novak, LLC added	Shares	+9.4K	+$25.0K	$81.9K
24	Dynamic Advisor Solutions LLC added	Shares	+8.5K	+$24.4K	$111.7K
25	Sequoia Financial Advisors, LLC trimmed	Shares	-48.1K	+$23.7K	$2.2M
26	O'Connor Financial Group LLC new	Shares	+10.3K	+$23.2K	$23.2K
27	Mayflower Financial Advisors, LLC added	Shares	+6.4K	+$16.5K	$52.4K
28	GAMMA Investing LLC added	Shares	+373	+$11.0K	$176.9K
29	FINANCIAL CONSULATE, INC added	Shares	+3.8K	+$9.0K	$16.9K
30	AUGUSTINE ASSET MANAGEMENT INC unchanged	Shares	0	+$7.8K	$134.3K
31	Essex Bank added	Shares	+1.0K	+$5.9K	$59.6K
32	Blue Trust, Inc. trimmed	Shares	-8.5K	+$5.8K	$412.5K
33	GREENLEAF TRUST added	Shares	+256	+$5.8K	$91.5K
34	Physician Wealth Advisors, Inc. added	Shares	+2.0K	+$4.8K	$10.9K
35	Penobscot Investment Management Company, Inc. unchanged	Shares	0	+$2.6K	$44.3K
36	IFP Advisors, Inc added	Shares	+990	+$2.4K	$5.0K
37	JFS WEALTH ADVISORS, LLC new	Shares	+721	+$1.6K	$1.6K
38	JM2 Capital Inc. unchanged	Shares	0	+$1.6K	$27.2K
39	LRI Investments, LLC new	Shares	+175	+$394	$394
40	Key FInancial Inc unchanged	Shares	0	+$197	$3.4K
41	Triumph Capital Management unchanged	Shares	0	+$36	$621
42	Abound Wealth Management trimmed	Shares	-22	-$15	$545
43	Handelsbanken Fonder AB exited	Shares	-20.2K	-$43	$0
44	Sound Income Strategies, LLC exited	Shares	-32	-$69	$0
45	Trust Co exited	Shares	-326	-$691	$0
46	Ares Financial Consulting, LLC exited	Shares	-382	-$806	$0
47	Affinity Capital Advisors, LLC trimmed	Shares	-1.2K	-$6.1K	$22.8K
48	Farther Finance Advisors, LLC trimmed	Shares	-8.4K	-$14.4K	$56.1K
49	Optas, LLC trimmed	Shares	-8.1K	-$14.9K	$39.3K
50	EverSource Wealth Advisors, LLC trimmed	Shares	-11.9K	-$18.9K	$108.1K

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