WIT, LLC — 13F Holdings & Portfolio
CIK 1840025 · latest 13F-HR filed 2026-05-15
WIT, LLC manages $5.30B in 13F-reported U.S. long-equity assets across 22 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are VWO (40.58%), IEMG (21.37%), VEA (8.28%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 0, added to 6, and trimmed 4.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$5.30B
Long-equity book
22
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −0 / ↑6 / ↓4
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD BD INDEX FDS$69.0M +78.0%
- ISHARES INC$32.4M +15.9%
- ISHARES TR$19.2M +7.7%
- VANGUARD BD INDEX FDS$5.4M +8.9%
- SCHWAB STRATEGIC TR$2.6M +11.8%
Top Trims
- VANGUARD INDEX FDS-$39.7M -16.5%
- VANGUARD TAX-MANAGED FDS-$29.1M -6.2%
- ISHARES BITCOIN TRUST ETF-$909.3K -22.6%
- ISHARES TR-$94.3K -5.1%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $2.15B | 40.58% | 39,788,338 | SH |
| 2 | ISHARES INC | IEMG | 46434G103 | $1.13B | 21.37% | 16,233,759 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $438.8M | 8.28% | 6,848,135 | SH |
| 4 | ISHARES TR | IEI | 464288661 | $268.5M | 5.07% | 2,263,922 | SH |
| 5 | ISHARES INC | ESGE | 46434G863 | $235.6M | 4.45% | 5,181,755 | SH |
| 6 | VANGUARD INDEX FDS | VOO | 922908363 | $200.3M | 3.78% | 335,259 | SH |
| 7 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $200.3M | 3.78% | 2,647,432 | SH |
| 8 | VANGUARD BD INDEX FDS | BSV | 921937827 | $157.4M | 2.97% | 2,007,422 | SH |
| 9 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $96.0M | 1.81% | 658,548 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $69.6M | 1.31% | 1,189,666 | SH |
| 11 | VANGUARD INDEX FDS | VB | 922908751 | $69.2M | 1.31% | 264,221 | SH |
| 12 | VANGUARD BD INDEX FDS | BIV | 921937819 | $66.5M | 1.25% | 861,173 | SH |
| 13 | VANGUARD INDEX FDS | VBR | 922908611 | $54.3M | 1.03% | 250,167 | SH |
| 14 | ISHARES TR | EFA | 464287465 | $47.7M | 0.90% | 491,177 | SH |
| 15 | ISHARES TR | SUB | 464288158 | $44.6M | 0.84% | 418,588 | SH |
| 16 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $24.1M | 0.46% | 786,995 | SH |
| 17 | ISHARES TR | EEM | 464287234 | $23.4M | 0.44% | 412,144 | SH |
| 18 | ISHARES TR | MUB | 464288414 | $7.0M | 0.13% | 65,922 | SH |
| 19 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $4.9M | 0.09% | 82,534 | SH |
| 20 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $3.1M | 0.06% | 80,970 | SH |
| 21 | ISHARES TR | ESGD | 46435G516 | $3.1M | 0.06% | 32,336 | SH |
| 22 | ISHARES TR | ESGU | 46435G425 | $1.8M | 0.03% | 12,474 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $5.30B | 22 | 0001104659-26-061720 |
| 2025-12-31 | 2026-02-17 | $4.99B | 20 | 0001104659-26-015715 |
| 2025-09-30 | 2025-11-14 | $4.41B | 18 | 0001104659-25-111891 |