Wit

Latest statistics and disclosures from Wit's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VWO, IEMG, VEA, IEI, VOO, and represent 85.47% of Wit's stock portfolio.
  • Added to shares of these 9 stocks: VEA (+$220M), VOO (+$181M), VWO (+$144M), IEI (+$7.1M), IBIT, ESGD, ESGU, VB, ESGE.
  • Started 3 new stock positions in ESGU, ESGD, IBIT.
  • Reduced shares in these 2 stocks: IEMG (-$11M), CRWD.
  • Sold out of its position in CRWD.
  • Wit was a net buyer of stock by $551M.
  • Wit has $5.0B in assets under management (AUM), dropping by 13.02%.
  • Central Index Key (CIK): 0001840025

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Portfolio Holdings for Wit

Wit holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index Fund Ftse Emr Mkt Etf (VWO) 44.3 $2.2B +6% 41M 53.76
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Ishares Core Msci Emkt (IEMG) 22.0 $1.1B 16M 67.22
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 9.4 $468M +88% 7.5M 62.47
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Ishares Tr 3 7 Yr Treas Bd (IEI) 5.0 $249M +2% 2.1M 119.35
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 4.8 $240M +309% 383k 627.13
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Ishares Esg Awr Msci Em (ESGE) 4.1 $203M 4.6M 44.17
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.9 $94M 659k 143.33
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Vanguard Bd Index Fds Short Term Bond (BSV) 1.8 $88M 1.1M 78.81
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Vanguard Index Fds Small Cp Etf (VB) 1.4 $68M 264k 257.95
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Vanguard Bd Index Fds Intermed Term (BIV) 1.2 $61M 784k 77.88
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.1 $53M 250k 211.79
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $47M 491k 96.03
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.9 $45M 419k 106.70
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $23M 412k 54.71
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $22M 787k 27.43
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Ishares Tr National Mun Etf (MUB) 0.1 $6.6M 62k 107.11
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.9M 83k 59.93
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $4.0M NEW 81k 49.65
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.1M NEW 32k 95.09
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.9M NEW 13k 148.98
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Past Filings by Wit

SEC 13F filings are viewable for Wit going back to 2020

View all past filings