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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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 |
|
Vanguard Scottsdale Fds Short Term Treas (VGSH) | 26.9 | $930M | -5% | 16k | 57600.68 |
|
Ishares Core Msci Emkt (IEMG) | 21.7 | $748M | -7% | 16k | 47590.09 |
|
Ishares Tr Shrt Nat Mun Etf (SUB) | 6.7 | $230M | -16% | 2.2k | 102861.80 |
|
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) | 5.5 | $190M | 4.3k | 43718.67 |
|
|
Vanguard Index Fds Small Cp Etf (VB) | 3.5 | $121M | -14% | 638.00 | 189162.46 |
|
Vanguard Bd Index Fds Short Term Bond (BSV) | 3.3 | $113M | -15% | 1.5k | 75180.35 |
|
Ishares Tr Msci Eafe Etf (EFA) | 1.9 | $65M | -41% | 936.00 | 68931.12 |
|
Ishares Esg Awr Msci Em (ESGE) | 0.8 | $27M | 889.00 | 30296.79 |
|
|
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.5 | $16M | -50% | 412.00 | 37963.26 |
|
Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $13M | +7% | 60.00 | 211022.25 |
|
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $6.6M | -22% | 72.00 | 91869.74 |
|
Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.1 | $5.1M | NEW | 89.00 | 56829.57 |
|
Ishares Tr National Mun Etf (PATH) | 0.1 | $4.4M | +38% | 43.00 | 103064.63 |
|
Past Filings by Wit
SEC 13F filings are viewable for Wit going back to 2020
- 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