Wit
Latest statistics and disclosures from Wit's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VWO, IEMG, VEA, SUB, VOO, and represent 87.14% of Wit's stock portfolio.
- Added to shares of these 9 stocks: VWO (+$313M), IEMG (+$134M), VOO (+$125M), IEI (+$102M), BIV (+$44M), ESGE (+$32M), VEA (+$19M), MUB, GERN.
- Started 5 new stock positions in MUB, IEI, VOO, BIV, GERN.
- Reduced shares in these 8 stocks: , VB (-$98M), SUB (-$41M), BSV (-$29M), EFA (-$18M), VTI (-$13M), BIL (-$6.6M), PATH.
- Sold out of its positions in BIL, PATH, VGSH, VTI.
- Wit was a net seller of stock by $-368M.
- Wit has $3.3B in assets under management (AUM), dropping by -4.84%.
- Central Index Key (CIK): 0001840025
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Portfolio Holdings for Wit
Wit holds 15 positions in its portfolio as reported in the March 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) | 41.5 | $1.4B | +29% | 33k | 41770.15 |
|
| Ishares Core Msci Emkt (IEMG) | 28.8 | $944M | +16% | 18k | 51599.04 |
|
| Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 7.2 | $236M | +8% | 4.7k | 50166.04 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 5.9 | $193M | -17% | 1.8k | 104748.22 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $125M | NEW | 259.00 | 481332.90 |
|
| Ishares Tr 3 7 Yr Treas Bd (IEI) | 3.1 | $102M | NEW | 880.00 | 115768.02 |
|
| Vanguard Bd Index Fds Short Term Bond (BSV) | 2.6 | $86M | -25% | 1.1k | 76699.65 |
|
| Ishares Esg Awr Msci Em (ESGE) | 1.8 | $60M | +110% | 1.9k | 32222.21 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 1.7 | $57M | -24% | 711.00 | 79851.46 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 1.5 | $48M | -67% | 210.00 | 228646.60 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 1.3 | $44M | NEW | 581.00 | 75353.28 |
|
| Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $17M | 412.00 | 41094.36 |
|
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.2 | $5.2M | 89.00 | 58221.73 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.1 | $2.2M | NEW | 20.00 | 109902.65 |
|
| Geron Corporation (GERN) | 0.0 | $1.5M | NEW | 462.00 | 3299.16 |
|
Past Filings by Wit
SEC 13F filings are viewable for Wit going back to 2020
- Wit 2024 Q1 filed May 15, 2024
- Wit 2023 Q3 filed Nov. 14, 2023
- Wit 2023 Q2 filed Aug. 11, 2023
- Wit 2023 Q1 filed May 15, 2023
- Wit 2022 Q4 filed Feb. 14, 2023
- Wit 2022 Q3 filed Nov. 14, 2022
- Wit 2022 Q2 filed Aug. 15, 2022
- Wit 2022 Q1 filed May 13, 2022
- Wit 2021 Q4 filed Feb. 14, 2022
- Wit 2021 Q3 filed Nov. 15, 2021
- Wit 2021 Q2 filed Aug. 13, 2021
- Wit 2021 Q1 filed May 14, 2021
- Wit 2020 Q4 filed Feb. 12, 2021