Wit

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

  • Top 5 stock holdings are VWO, IEMG, VEA, VBIL, VGIT, and represent 78.16% of Wit's stock portfolio.
  • Added to shares of these 8 stocks: VGIT (+$284M), VBIL (+$215M), VGSH (+$72M), IEMG (+$59M), IJR (+$53M), VSS (+$9.5M), CRWD, MUB.
  • Started 2 new stock positions in CRWD, IJR.
  • Reduced shares in these 8 stocks: IEI (-$188M), VWO (-$69M), ESGE (-$36M), VB (-$16M), VEA (-$8.6M), VOO, BSV, VBR.
  • Wit was a net buyer of stock by $371M.
  • Wit has $6.3B in assets under management (AUM), dropping by 18.15%.
  • Central Index Key (CIK): 0001840025

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Portfolio Holdings for Wit

Wit holds 24 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 36.8 $2.3B -2% 39M 59.69
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Ishares Core Msci Emkt (IEMG) 22.4 $1.4B +4% 17M 82.84
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 7.7 $479M 6.7M 71.25
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Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 6.6 $415M +107% 5.5M 75.68
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 4.6 $289M +5839% 4.9M 58.98
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Ishares Esg Awr Msci Em (ESGE) 3.9 $247M -12% 4.5M 54.69
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.6 $227M 330k 686.81
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Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $154M 2.0M 77.91
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $141M +103% 2.4M 58.20
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $111M +9% 720k 154.29
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Ishares Tr 3 7 Yr Treas Bd (IEI) 1.2 $78M -70% 661k 117.45
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Vanguard Bd Index Fds Intermed Term (BIV) 1.1 $66M 861k 76.70
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Vanguard Index Fds Small Cp Etf (VB) 1.0 $65M -19% 213k 303.11
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.9 $59M -3% 242k 242.99
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Ishares Tr Core S&p Scp Etf (IJR) 0.8 $53M NEW 358k 148.31
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Ishares Tr Msci Eafe Etf (EFA) 0.8 $51M 491k 103.88
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.7 $45M 419k 106.47
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $28M 412k 68.41
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $25M 787k 31.71
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Ishares Tr National Mun Etf (MUB) 0.1 $8.2M +16% 77k 107.62
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.3M 32k 102.81
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.0 $2.7M 81k 33.29
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.0M 13k 163.67
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Crowdstrike Hldgs Cl A (CRWD) 0.0 $1.4M NEW 1.8k 763.14
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Past Filings by Wit

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

View all past filings