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Wit, LLC Top Holdings and 13F Report (2025)

About Wit, LLC

Investment Activity

  • Wit, LLC has $3.12 billion in total holdings as of December 31, 2024.
  • Wit, LLC owns shares of 13 different stocks, but just 3 companies or ETFs make up 80% of its holdings.
  • Approximately 99.90% of the portfolio was purchased this quarter.
  • This quarter, Wit, LLC has purchased 13 new stocks and bought additional shares in 13 stocks.
  • Wit, LLC sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Purchases this Quarter

Vanguard FTSE Emerging Markets ETF
33,197,103 shares (about $1.46B)
iShares Core MSCI Emerging Markets ETF
18,069,062 shares (about $943.57M)
Vanguard FTSE Developed Markets ETF
4,016,913 shares (about $192.09M)
Vanguard Small-Cap ETF
882,884 shares (about $102.02M)
Vanguard Short-Term Bond ETF
875,856 shares (about $67.68M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWit, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,463,480,512$1,462,000,416 98,777.4%33,230,71146.9%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$944,571,862$943,566,418 93,845.8%18,088,31630.3%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$192,281,064$192,088,780 99,898.4%4,020,9346.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$102,124,592$102,017,246 95,036.0%883,8133.3%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$67,745,159$67,677,393 99,869.6%876,7332.2%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$63,785,777$63,721,626 99,330.4%291,3312.0%ETF
iShares 3-7 Year Treasury Bond ETF stock logo
IEI
iShares 3-7 Year Treasury Bond ETF
$58,669,001$58,610,335 99,904.7%1,757,0831.9%ETF
iShares ESG Aware MSCI EM ETF stock logo
ESGE
iShares ESG Aware MSCI EM ETF
$58,579,278$58,520,690 99,884.6%783,8791.9%Manufacturing
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$53,752,964$53,699,205 99,889.3%710,9241.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$47,331,226$47,283,811 99,722.7%87,8441.5%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$45,452,281$45,372,222 56,673.3%430,9091.5%Finance
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$17,235,862$17,218,632 99,935.0%412,1440.6%Finance
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$5,133,058$5,127,896 99,339.3%88,5010.2%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data