Wit

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

  • Top 5 stock holdings are VWO, IEMG, VEA, IEI, ESGE, and represent 79.74% of Wit's stock portfolio.
  • Added to shares of these 7 stocks: VBIL (+$200M), VGSH (+$70M), BSV (+$69M), ESGE (+$26M), IEI (+$21M), BIV (+$6.0M), MUB.
  • Started 2 new stock positions in VGSH, VBIL.
  • Reduced shares in these 5 stocks: VWO (-$70M), VEA (-$41M), VOO (-$28M), IEMG (-$8.2M), VB.
  • Wit was a net buyer of stock by $246M.
  • Wit has $5.3B in assets under management (AUM), dropping by 6.21%.
  • Central Index Key (CIK): 0001840025

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Portfolio Holdings for Wit

Wit holds 22 positions in its portfolio as reported in the March 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) 40.6 $2.2B -3% 40M 54.05
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Ishares Core Msci Emkt (IEMG) 21.4 $1.1B 16M 69.75
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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 8.3 $439M -8% 6.8M 64.08
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Ishares Tr 3 7 Yr Treas Bd (IEI) 5.1 $269M +8% 2.3M 118.60
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Ishares Esg Awr Msci Em (ESGE) 4.4 $236M +12% 5.2M 45.47
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 3.8 $200M -12% 335k 597.55
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Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 3.8 $200M NEW 2.6M 75.65
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Vanguard Bd Index Fds Short Trm Bond (BSV) 3.0 $157M +78% 2.0M 78.41
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Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) 1.8 $96M 659k 145.79
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.3 $70M NEW 1.2M 58.54
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Vanguard Index Fds Small Cp Etf (VB) 1.3 $69M 264k 261.92
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Vanguard Bd Index Fds Intermed Term (BIV) 1.3 $67M +9% 861k 77.18
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Vanguard Index Fds Sm Cp Val Etf (VBR) 1.0 $54M 250k 217.25
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Ishares Tr Msci Eafe Etf (EFA) 0.9 $48M 491k 97.13
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Ishares Tr Shrt Nat Mun Etf (SUB) 0.8 $45M 419k 106.50
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Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $24M 787k 30.68
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.4 $23M 412k 56.79
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Ishares Tr National Mun Etf (MUB) 0.1 $7.0M +6% 66k 106.15
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $4.9M 83k 59.55
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Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.1 $3.1M 81k 38.42
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Ishares Tr Esg Aw Msci Eafe (ESGD) 0.1 $3.1M 32k 95.62
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $1.8M 13k 141.42
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Past Filings by Wit

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

View all past filings