Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings changes from Q1 2024 to Q2 2024
Long positions only; new, added, reduced and sold out are based on share counts. Pick any two quarters this institution filed.
- New
- 0
- Added
- 3
- Est. +$32.9K
- Reduced
- 5
- Est. −$96.4K
- Sold out
- 1
- Est. −$1.52K
Portfolio value went from $3.28M to $3.32M (+$35.6K (+1.1%)); positions from 15 to 14 (−1).
All Q2 2024 holdingsAll Q1 2024 holdings
In the shares, value and % of portfolio columns, the top figure is Q2 2024 and the gray one below is Q1 2024. For stocks that split between the two quarters, Q1 2024 shares are converted at the split ratio before comparing.
| Security | Action | Shares | Share change | Value | Est. bought or sold | % of portfolio | Weight change (pp) |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | Added– | 33,25332,654 | +599+1.8% | $1.46M$1.36M | +$26.2K | 43.8%41.5% | +2.30 |
| iShares Core MSCI Emerging Markets ETF46434G103 | Reduced– | 18,22418,303 | −79−0.4% | $975.6K$944.4K | −$4.23K | 29.4%28.8% | +0.63 |
| Vanguard Ftse Developed Markets ETF921943858 | Reduced– | 4,6794,706 | −27−0.6% | $231.2K$236.1K | −$1.33K | 7.0%7.2% | −0.22 |
| Vanguard S&P 500 ETF922908363 | Unchanged– | 259259 | 00.0% | $129.7K$124.7K | $0 | 3.9%3.8% | +0.11 |
| iShares Tr464288158 | Reduced– | 1,1661,845 | −679−36.8% | $121.9K$193.3K | −$71.0K | 3.7%5.9% | −2.21 |
| iShares Tr464288661 | Added– | 923880 | +43+4.9% | $106.6K$101.9K | +$4.97K | 3.2%3.1% | +0.11 |
| Vanguard Short-Term Bond ETF921937827 | Reduced– | 9221,117 | −195−17.5% | $70.7K$85.7K | −$15.0K | 2.1%2.6% | −0.48 |
| iShares Inc46434G863 | Reduced– | 1,7281,874 | −146−7.8% | $58.0K$60.4K | −$4.90K | 1.7%1.8% | −0.09 |
| iShares MSCI Eafe ETF464287465 | Unchanged– | 711711 | 00.0% | $55.7K$56.8K | $0 | 1.7%1.7% | −0.05 |
| Vanguard Morningstar Small-Cap ETF922908751 | Unchanged– | 210210 | 00.0% | $45.8K$48.0K | $0 | 1.4%1.5% | −0.08 |
| Vanguard Intermediate-Term Bond ETF921937819 | Unchanged– | 581581 | 00.0% | $43.5K$43.8K | $0 | 1.3%1.3% | −0.02 |
| iShares Tr464287234 | Unchanged– | 412412 | 00.0% | $17.6K$16.9K | $0 | 0.5%0.5% | +0.01 |
| Vanguard Scottsdale FDS92206C706 | Unchanged– | 8989 | 00.0% | $5.15K$5.18K | $0 | 0.2%0.2% | 0.00 |
| iShares Tr464288414 | Added– | 3620 | +16+80.0% | $3.85K$2.20K | +$1.71K | 0.1%0.1% | +0.05 |
| GERNGeron Corp | Sold outHistory | 0462 | −462−100.0% | $0$1.52K | −$1.52K | 0.0%<0.1% | −0.05 |
Estimated amounts multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares): new positions use this quarter's value and sold-out positions last quarter's; positions reported only as principal (PRN) cannot be estimated. 13F shows only quarter-end holdings, not when trades happened or at what price.