Wit

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

  • Top 5 stock holdings are VWO, IEMG, VEA, VB, MUB, and represent 88.68% of Wit's stock portfolio.
  • Reduced shares in these 5 stocks: IEMG (-$61M), EFA (-$35M), VWO (-$17M), VB (-$5.2M), MUB.
  • Wit was a net seller of stock by $-118M.
  • Wit has $3.1B in assets under management (AUM), dropping by -9.95%.
  • Central Index Key (CIK): 0001840025

Tip: Access up to 7 years of quarterly data

Positions held by Wit consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Wit

Wit holds 13 positions in its portfolio as reported in the December 2024 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) 46.8 $1.5B 33k 44039.62
 View chart
Ishares Core Msci Emkt (IEMG) 30.2 $945M -6% 18k 52220.91
 View chart
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 6.2 $192M 4.0k 47819.22
 View chart
Vanguard Index Fds Small Cp Etf (VB) 3.3 $102M -4% 884.00 115525.56
 View chart
Ishares Tr National Mun Etf (MUB) 2.2 $70M 291.00 240137.79
 View chart
Vanguard Bd Index Fds Short Term Bond (BSV) 2.2 $68M 877.00 77246.48
 View chart
Ishares Tr 3 7 Yr Treas Bd (IEI) 1.9 $59M 1.8k 33391.58
 View chart
Ishares Esg Awr Msci Em (ESGE) 1.9 $59M 784.00 74718.47
 View chart
Vanguard Bd Index Fds Intermed Term (BIV) 1.7 $54M 711.00 75601.92
 View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.5 $47M 88.00 537854.84
 View chart
Ishares Tr Msci Eafe Etf (EFA) 1.5 $46M -43% 431.00 105457.73
 View chart
Ishares Tr Msci Emg Mkt Etf (EEM) 0.6 $17M 412.00 41834.62
 View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $5.1M 89.00 57674.81
 View chart

Past Filings by Wit

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