Latest statistics and disclosures from Wit's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VWO, VGSH, SUB, IEMG, EWJ, and represent 80.09% of Wit's stock portfolio.
- Added to shares of these 6 stocks: EWJ, VBR, IJR, COIN, AM, CRWD.
- Started 6 new stock positions in VBR, IJR, AM, COIN, EWJ, CRWD.
- Reduced shares in these 10 stocks: VWO (-$1.7B), VGSH (-$1.3B), IEMG (-$497M), BSV (-$376M), EEM (-$230M), VEA (-$213M), VB (-$158M), EFA (-$142M), SUB (-$95M), ESGE (-$5.8M).
- Sold out of its positions in PDD, PATH.
- Wit was a net seller of stock by $-4.7B.
- Wit has $5.1M in assets under management (AUM), dropping by -99.90%.
- Central Index Key (CIK): 0001840025
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Portfolio Holdings for Wit
Companies in the Wit portfolio as of the March 2022 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)||30.8||$1.6M||-99%||34k||46.13|
|Vanguard Scottsdale Fds Short Term Treas (VGSH)||22.2||$1.1M||-99%||19k||59.26|
|Ishares Tr Shrt Nat Mun Etf (SUB)||11.8||$601k||-99%||5.7k||104.59|
|Ishares Core Msci Emkt (IEMG)||10.5||$534k||-99%||9.6k||55.55|
|Ishares Msci Jpn Etf New (EWJ)||4.7||$239k||NEW||3.9k||61.61|
|Ishares Tr Msci Emg Mkt Etf (EEM)||3.8||$193k||-99%||4.3k||45.15|
|Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)||3.6||$182k||-99%||3.8k||48.03|
|Vanguard Bd Index Fds Short Term Bond (BSV)||3.1||$160k||-99%||2.1k||77.88|
|Vanguard Index Fds Small Cp Etf (VB)||3.1||$158k||-99%||745.00||212.53|
|Ishares Tr Msci Eafe Etf (EFA)||2.7||$137k||-99%||1.9k||73.60|
|Vanguard Index Fds Sm Cp Val Etf (VBR)||1.5||$76k||NEW||433.00||176.00|
|Ishares Tr Core S&p Scp Etf (IJR)||1.5||$74k||NEW||683.00||107.87|
|Coinbase Global Com Cl A (COIN)||0.3||$15k||NEW||80.00||190.80|
|Ishares Esg Awr Msci Em (ESGE)||0.3||$14k||-99%||370.00||36.69|
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|Antero Midstream Corp antero midstream (AM)||0.0||$2.0k||NEW||180.00||11.14|
|Ishares Tr Esg Aw Msci Eafe (ESGD)||0.0||$1.1k||-99%||16.00||71.44|
|Crowdstrike Hldgs Cl A (CRWD)||0.0||$281.000000||NEW||1.00||281.00|