WIT, LLC — 13F Holdings & Portfolio
CIK 1840025 · latest 13F-HR filed 2026-08-14
WIT, LLC manages $6.26B in 13F-reported U.S. long-equity assets across 24 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VWO (36.83%), IEMG (22.43%), VEA (7.66%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 0, added to 14, and trimmed 3.
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.
SUITE 700
DISTRICT OF COLUMBIA, DC 20006
$6.26B
Long-equity book
24
Distinct positions
2026-06-30
Filed 2026-08-14
+2 / −0 / ↑14 / ↓3
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VANGUARD SCOTTSDALE FDS$284.2M +5782.9%
- ISHARES INC$271.9M +24.0%
- VANGUARD INSTL INDEX FD$214.7M +107.2%
- VANGUARD INTL EQUITY INDEX F$155.7M +7.2%
- VANGUARD SCOTTSDALE FDS$71.5M +102.7%
Top Trims
- ISHARES TR-$190.9M -71.1%
- VANGUARD INDEX FDS-$4.6M -6.7%
- ISHARES BITCOIN TRUST ETF-$415.4K -13.4%
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 | $2.31B | 36.83% | 38,637,529 | SH |
| 2 | ISHARES INC | IEMG | 46434G103 | $1.40B | 22.43% | 16,950,847 | SH |
| 3 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $479.3M | 7.66% | 6,727,096 | SH |
| 4 | VANGUARD INSTL INDEX FD | VBIL | 922040845 | $415.0M | 6.63% | 5,483,220 | SH |
| 5 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $289.1M | 4.62% | 4,902,356 | SH |
| 6 | ISHARES INC | ESGE | 46434G863 | $247.1M | 3.95% | 4,518,911 | SH |
| 7 | VANGUARD INDEX FDS | VOO | 922908363 | $226.9M | 3.62% | 330,403 | SH |
| 8 | VANGUARD BD INDEX FDS | BSV | 921937827 | $154.4M | 2.47% | 1,981,763 | SH |
| 9 | VANGUARD SCOTTSDALE FDS | VGSH | 92206C102 | $141.1M | 2.25% | 2,425,179 | SH |
| 10 | VANGUARD INTL EQUITY INDEX F | VSS | 922042718 | $111.1M | 1.77% | 719,961 | SH |
| 11 | ISHARES TR | IEI | 464288661 | $77.6M | 1.24% | 661,074 | SH |
| 12 | VANGUARD BD INDEX FDS | BIV | 921937819 | $66.1M | 1.05% | 861,173 | SH |
| 13 | VANGUARD INDEX FDS | VB | 922908751 | $64.6M | 1.03% | 213,076 | SH |
| 14 | VANGUARD INDEX FDS | VBR | 922908611 | $58.9M | 0.94% | 242,389 | SH |
| 15 | ISHARES TR | IJR | 464287804 | $53.1M | 0.85% | 357,908 | SH |
| 16 | ISHARES TR | EFA | 464287465 | $51.0M | 0.81% | 491,177 | SH |
| 17 | ISHARES TR | SUB | 464288158 | $44.6M | 0.71% | 418,588 | SH |
| 18 | ISHARES TR | EEM | 464287234 | $28.2M | 0.45% | 412,144 | SH |
| 19 | SCHWAB STRATEGIC TR | SCHD | 808524797 | $25.0M | 0.40% | 786,995 | SH |
| 20 | ISHARES TR | MUB | 464288414 | $8.2M | 0.13% | 76,599 | SH |
| 21 | ISHARES TR | ESGD | 46435G516 | $3.3M | 0.05% | 32,336 | SH |
| 22 | ISHARES BITCOIN TRUST ETF | IBIT | 46438F101 | $2.7M | 0.04% | 80,970 | SH |
| 23 | ISHARES TR | ESGU | 46435G425 | $2.0M | 0.03% | 12,474 | SH |
| 24 | CROWDSTRIKE HLDGS INC | CRWD | 22788C105 | $1.4M | 0.02% | 1,813 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $6.26B | 24 | 0001104659-26-096540 |
| 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 |