Wit, LLC Top Holdings and 13F Report (2024) About Wit, LLCInvestment ActivityWit, LLC has $3.47 billion in total holdings as of September 30, 2024.Wit, LLC owns shares of 13 different stocks, but just 3 companies or ETFs make up 80% of its holdings.Approximately 7.55% of the portfolio was purchased this quarter.About 9.35% of the portfolio was sold this quarter.This quarter, Wit, LLC has purchased 14 new stocks and bought additional shares in 7 stocks.Wit, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard FTSE Emerging Markets ETF $1,608,158,208iShares Core MSCI Emerging Markets ETF $1,065,659,060Vanguard FTSE Developed Markets ETF $212,345,525Vanguard Small-Cap ETF $111,070,346iShares MSCI EAFE ETF $80,549,256 Largest Purchases this Quarter Vanguard Small-Cap ETF 719 shares (about $85.96M)iShares Core MSCI Emerging Markets ETF 1,030 shares (about $57.01M)iShares National Muni Bond ETF 257 shares (about $55.52M)iShares 3-7 Year Treasury Bond ETF 834 shares (about $30.37M)Vanguard FTSE Emerging Markets ETF 355 shares (about $16.99M) Largest Sales this Quarter Vanguard S&P 500 ETF 171 shares (about $90.07M)iShares ESG Aware MSCI EM ETF 944 shares (about $73.97M)Vanguard FTSE Developed Markets ETF 658 shares (about $34.75M)Vanguard Short-Term Bond ETF 45 shares (about $3.54M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWit, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVWOVanguard FTSE Emerging Markets ETF$1,608,158,208$16,986,913 ▲1.1%33,60846.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$1,065,659,060$57,007,834 ▲5.7%19,25430.8%ETFVEAVanguard FTSE Developed Markets ETF$212,345,525$34,748,410 ▼-14.1%4,0216.1%ETFVBVanguard Small-Cap ETF$111,070,346$85,962,948 ▲342.4%9293.2%ETFEFAiShares MSCI EAFE ETF$80,549,256$5,094,024 ▲6.8%7592.3%FinanceBSVVanguard Short-Term Bond ETF$68,990,120$3,539,972 ▼-4.9%8772.0%ETFIEIiShares 3-7 Year Treasury Bond ETF$63,975,392$30,367,374 ▲90.4%1,7571.8%ETFMUBiShares National Muni Bond ETF$63,300,097$55,522,611 ▲713.9%2931.8%ETFESGEiShares ESG Aware MSCI EM ETF$61,432,597$73,969,862 ▼-54.6%7841.8%ManufacturingBIVVanguard Intermediate-Term Bond ETF$59,454,574$10,870,738 ▲22.4%7111.7%ETFVOOVanguard S&P 500 ETF$46,352,643$90,071,613 ▼-66.0%881.3%ETFEEMiShares MSCI Emerging Markets ETF$18,900,9240.0%4120.5%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$5,347,2300.0%890.2%ETFSUBiShares Short-Term National Muni Bond ETF$0$121,865,571 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
