WIT, LLC
CIK: 0001840025Latest portfolio: $5.0B · Q4 2025
Holdings
20
Total Value
$5.0B
New Positions
3
Closed Positions
1
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VWOVANGUARD INTL EQUITY INDEX FUND | 41,074,353 | $2.2B | 44.26% | +2.7M | |
| 2 | IEMGISHARES INC | 16,350,665 | $1.1B | 22.03% | -167,015 | |
| 3 | VEAVANGUARD TAX-MANAGED INTL FD | 7,490,656 | $467.9M | 9.38% | +3.5M | |
| 4 | IEIISHARES TR | 2,089,070 | $249.3M | 5.00% | +59K | |
| 5 | VOOVANGUARD INDEX FDS | 382,779 | $240.1M | 4.81% | +289K | |
| 6 | ESGEISHARES INC | 4,601,324 | $203.2M | 4.07% | +13K | |
| 7 | VSSVANGUARD INTL EQUITY INDEX F | 658,548 | $94.4M | 1.89% | — | |
| 8 | BSVVANGUARD BD INDEX FDS | 1,122,162 | $88.4M | 1.77% | — | |
| 9 | VBVANGUARD INDEX FDS | 264,352 | $68.2M | 1.37% | +4K | |
| 10 | BIVVANGUARD BD INDEX FDS | 783,879 | $61.0M | 1.22% | — | |
| 11 | VBRVANGUARD INDEX FDS | 250,167 | $53.0M | 1.06% | — | |
| 12 | EFAISHARES TR | 491,177 | $47.2M | 0.95% | — | |
| 13 | SUBISHARES TR | 418,588 | $44.7M | 0.90% | — | |
| 14 | EEMISHARES TR | 412,144 | $22.5M | 0.45% | — | |
| 15 | SCHDSCHWAB STRATEGIC TR | 786,995 | $21.6M | 0.43% | — | |
| 16 | MUBISHARES TR | 61,978 | $6.6M | 0.13% | — | |
| 17 | VGITVANGUARD SCOTTSDALE FDS | 82,534 | $4.9M | 0.10% | — | |
| 18 | IBITISHARES BITCOIN TRUST ETF | 80,970 | $4.0M | 0.08% | NEW | |
| 19 | ESGDISHARES TR | 32,336 | $3.1M | 0.06% | NEW | |
| 20 | ESGUISHARES TR | 12,474 | $1.9M | 0.04% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services100.0% ($2.2081571099091467e+93T)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 17, 2026 | $5.0B | 20 |
| Q3 2025 | Nov 14, 2025 | $4.4T | 18 |
| Q2 2025 | Aug 14, 2025 | $4.0T | 18 |
| Q1 2025 | May 15, 2025 | $3.5T | 15 |
| Q4 2024 | Feb 14, 2025 | $3.1T | 14 |
| Q3 2024 | Nov 14, 2024 | $3465.5T | 14 |
| Q2 2024 | Aug 14, 2024 | $3320.3T | 14 |
| Q1 2024 | May 15, 2024 | $3284.7T | 15 |
| Q4 2023 | Feb 14, 2024 | $2597.4T | 17 |
| Q3 2023 | Nov 14, 2023 | $3451.9T | 14 |
| Q2 2023 | Aug 11, 2023 | $3896.9T | 14 |
| Q1 2023 | May 15, 2023 | $3937.5T | 12 |
| Q4 2022 | Feb 14, 2023 | $3644.4T | 11 |
| Q3 2022 | Nov 14, 2022 | $3.5T | 13 |
| Q2 2022 | Aug 15, 2022 | $4.0T | 11 |
| Q1 2022 | May 13, 2022 | $5.1T | 17 |
| Q4 2021 | Feb 14, 2022 | $4.5T | 12 |
| Q3 2021 | Nov 15, 2021 | $5.0T | 13 |
| Q2 2021 | Aug 13, 2021 | $5.0T | 16 |
| Q1 2021 | May 14, 2021 | $4.5T | 12 |
| Q4 2020 | Feb 12, 2021 | $3.8T | 11 |
Fund Information
WIT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $5.0B across 20 holdings. The largest position is VANGUARD INTL EQUITY INDEX FUND (VWO), representing 44.3% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.