Wit, LLC Top Holdings and 13F Report (2025) About Wit, LLCInvestment ActivityWit, LLC has $3.51 billion in total holdings as of March 31, 2025.Wit, LLC owns shares of 14 different stocks, but just 4 companies or ETFs make up 80% of its holdings.Approximately 11.11% of the portfolio was purchased this quarter.About 2.57% of the portfolio was sold this quarter.This quarter, Wit, LLC has purchased 13 new stocks and bought additional shares in 5 stocks.Wit, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard FTSE Emerging Markets ETF $1,558,153,528iShares Core MSCI Emerging Markets ETF $890,061,582Vanguard Small-Cap ETF $265,614,025Vanguard FTSE Developed Markets ETF $204,384,075iShares 3-7 Year Treasury Bond ETF $167,849,053 Largest New Holdings this Quarter 922042718 - Vanguard FTSE All-World ex-US Small-Cap ETF $55,961,498 Holding Largest Purchases this Quarter Vanguard Small-Cap ETF 1,364,581 shares (about $161.20M)iShares 3-7 Year Treasury Bond ETF 3,045,465 shares (about $106.44M)Vanguard FTSE All-World ex-US Small-Cap ETF 484,096 shares (about $55.96M)Vanguard FTSE Emerging Markets ETF 1,196,013 shares (about $54.13M)Vanguard Intermediate-Term Bond ETF 128,679 shares (about $10.52M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 1,596,532 shares (about $86.16M)Vanguard Short-Term Bond ETF 32,090 shares (about $2.51M)iShares MSCI EAFE ETF 12,321 shares (about $1.30M)Vanguard Intermediate-Term Treasury Index ETF 1,713 shares (about $101.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWit, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVWOVanguard FTSE Emerging Markets ETF$1,558,153,528$54,131,548 ▲3.6%34,426,72444.4%ETFIEMGiShares Core MSCI Emerging Markets ETF$890,061,582$86,164,832 ▼-8.8%16,491,78425.4%ETFVBVanguard Small-Cap ETF$265,614,025$161,204,776 ▲154.4%2,248,3947.6%ETFVEAVanguard FTSE Developed Markets ETF$204,384,0750.0%4,020,9345.8%ETFIEIiShares 3-7 Year Treasury Bond ETF$167,849,053$106,439,002 ▲173.3%4,802,5484.8%ETFBIVVanguard Intermediate-Term Bond ETF$68,620,753$10,516,935 ▲18.1%839,6032.0%ETFBSVVanguard Short-Term Bond ETF$66,118,654$2,512,005 ▼-3.7%844,6431.9%ETFMUBiShares National Muni Bond ETF$60,111,928$1,738,591 ▲3.0%300,0081.7%ETFESGEiShares ESG Aware MSCI EM ETF$60,021,6150.0%783,8791.7%ManufacturingVSSVanguard FTSE All-World ex-US Small-Cap ETF$55,961,498$55,961,498 ▲New Holding484,0961.6%ETFVOOVanguard S&P 500 ETF$45,143,9100.0%87,8441.3%ETFEFAiShares MSCI EAFE ETF$44,202,893$1,301,098 ▼-2.9%418,5881.3%FinanceEEMiShares MSCI Emerging Markets ETF$18,010,6930.0%412,1440.5%FinanceVGITVanguard Intermediate-Term Treasury Index ETF$5,155,207$101,752 ▼-1.9%86,7880.1%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
