Wit

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

  • Top 5 stock holdings are VWO, IEMG, IEI, VEA, ESGE, and represent 87.18% of Wit's stock portfolio.
  • Added to shares of these 4 stocks: VWO (+$105M), BSV (+$22M), IEMG (+$5.3M), VB.
  • Reduced shares in these 4 stocks: IEI (-$53M), EFA (-$27M), CRWD, MUB.
  • Wit was a net buyer of stock by $55M.
  • Wit has $4.4B in assets under management (AUM), dropping by 9.43%.
  • Central Index Key (CIK): 0001840025

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Portfolio Holdings for Wit

Wit holds 18 positions in its portfolio as reported in the September 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) 47.1 $2.1B +5% 38M 54.18
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Ishares Core Msci Emkt (IEMG) 24.7 $1.1B 17M 65.92
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Ishares Tr 3 7 Yr Treas Bd (IEI) 5.5 $243M -17% 2.0M 119.51
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.4 $238M 4.0M 59.92
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Ishares Esg Awr Msci Em (ESGE) 4.5 $199M 4.6M 43.42
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 2.1 $94M 659k 142.55
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Vanguard Bd Index Fds Short Term Bond (BSV) 2.0 $89M +32% 1.1M 78.91
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Vanguard Index Fds Small Cp Etf (VB) 1.5 $66M +6% 261k 254.28
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Vanguard Bd Index Fds Intermed Term (BIV) 1.4 $61M 784k 78.09
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.3 $57M 94k 612.38
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.2 $52M 250k 208.71
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Ishares Tr Msci Eafe Etf (EFA) 1.0 $46M -37% 491k 93.37
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Ishares Tr Shrt Nat Mun Etf (SUB) 1.0 $45M 419k 106.78
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $22M 412k 53.40
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $22M 787k 27.30
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Ishares Tr National Mun Etf (MUB) 0.1 $6.6M 62k 106.49
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $5.0M 83k 60.03
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $893k -51% 1.8k 490.38
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Past Filings by Wit

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

View all past filings