Wit, LLC
- SEC CIK
- 0001840025
- Latest filing
- Aug 14, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 15, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 14
- +1 vs. Q4 2024
- Portfolio value
- $3.51B
- +$389.3M (+12.5%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 34,426,724 | $1.56B | 44.4% | +1,196,013+3.6% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 16,491,784 | $890.1M | 25.4% | −1,596,532−8.8% | Reduced | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 2,248,394 | $265.6M | 7.6% | +1,364,581+154.4% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 4,020,934 | $204.4M | 5.8% | 00.0% | Unchanged | – |
| iShares Tr464288661 | 3 7 YR TREAS BD | 4,802,548 | $167.8M | 4.8% | +3,045,465+173.3% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 839,603 | $68.6M | 2.0% | +128,679+18.1% | Added | – |
| Vanguard Short-Term Bond ETF921937827 | ETF | 844,643 | $66.1M | 1.9% | −32,090−3.7% | Reduced | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 300,008 | $60.1M | 1.7% | +8,677+3.0% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 783,879 | $60.0M | 1.7% | 00.0% | Unchanged | – |
| Vanguard Ftse All-World Ex-US Small-Cap ETF922042718 | ETF | 484,096 | $56.0M | 1.6% | +484,096 | New | – |
| Vanguard S&P 500 ETF922908363 | ETF | 87,844 | $45.1M | 1.3% | 00.0% | Unchanged | – |
| iShares MSCI Eafe ETF464287465 | ETF | 418,588 | $44.2M | 1.3% | −12,321−2.9% | Reduced | – |
| iShares Tr464287234 | MSCI EMG MKT ETF | 412,144 | $18.0M | 0.5% | 00.0% | Unchanged | – |
| Vanguard Scottsdale FDS92206C706 | INTER TERM TREAS | 86,788 | $5.16M | 0.1% | −1,713−1.9% | Reduced | – |