Wit

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

  • Top 5 stock holdings are VWO, VGSH, IEMG, SUB, VEA, and represent 89.31% of Wit's stock portfolio.
  • Added to shares of these 4 stocks: VGIT (+$5.1M), VEA, PATH, VTI.
  • Started 1 new stock position in VGIT.
  • Reduced shares in these 10 stocks: VWO (-$69M), IEMG (-$58M), VGSH (-$57M), SUB (-$47M), EFA (-$45M), BSV (-$21M), VB (-$20M), , EEM (-$16M), BIL.
  • Sold out of its position in SPSB.
  • Wit was a net seller of stock by $-347M.
  • Wit has $3.5B in assets under management (AUM), dropping by -11.42%.
  • Central Index Key (CIK): 0001840025

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Portfolio Holdings for Wit

Wit holds 14 positions in its portfolio as reported in the September 2023 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) 28.6 $987M -6% 25k 39209.62
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Vanguard Scottsdale Fds Short Term Treas (VGSH) 26.9 $930M -5% 16k 57600.68
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Ishares Core Msci Emkt (IEMG) 21.7 $748M -7% 16k 47590.09
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Ishares Tr Shrt Nat Mun Etf (SUB) 6.7 $230M -16% 2.2k 102861.80
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Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 5.5 $190M 4.3k 43718.67
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Vanguard Index Fds Small Cp Etf (VB) 3.5 $121M -14% 638.00 189162.46
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Vanguard Bd Index Fds Short Term Bond (BSV) 3.3 $113M -15% 1.5k 75180.35
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Ishares Tr Msci Eafe Etf (EFA) 1.9 $65M -41% 936.00 68931.12
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Ishares Esg Awr Msci Em (ESGE) 0.8 $27M 889.00 30296.79
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Ishares Tr Msci Emg Mkt Etf (EEM) 0.5 $16M -50% 412.00 37963.26
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Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $13M +7% 60.00 211022.25
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Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.2 $6.6M -22% 72.00 91869.74
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $5.1M NEW 89.00 56829.57
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Ishares Tr National Mun Etf (PATH) 0.1 $4.4M +38% 43.00 103064.63
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Past Filings by Wit

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