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WIT, LLC

WIT, LLC · Investor
1Y performance ⓘ
+31%
AUM (13F)
$5.3B
# of Holdings
22
3Y performance ⓘ
+52%
vs S&P 500 ⓘ
−20%
Updated
Mar 31

WIT, LLC's WIT, LLC holds 22 U.S.-equity positions worth $5.3B (SEC 13F, Q1 2026). Top positions: Vanguard Intl Equity Index F 40.6%, Ishares Inc 21.4%, Vanguard Tax-managed Fds 8.3%. 13F-replication return is +52% over 3 years (-20 pts vs the S&P 500) — a replicated, non-audited figure.

Holdings

Stock% of portfolio SharesValue Latest activityAvg buy price Current priceDate
VWO Vanguard Intl Equity Index F 40.6% 39.8M $2.2B ▼ 3.1% (−1.3M) $40,399.51 $61.24 (−100%) 2026-03-31
IEMG Ishares Inc 21.4% 16.2M $1.1B ▼ 0.7% (−117K) $48,789.33 $86.00 (−100%) 2026-03-31
VEA Vanguard Tax-managed Fds 8.3% 6.8M $439M ▼ 8.6% (−643K) $45,168.56 $72.39 (−100%) 2026-03-31
IEI Ishares Tr 5.1% 2.3M $269M ▲ 8.4% (+175K) $115,768.02 $116.92 (−100%) 2026-03-31
ESGE Ishares Inc 4.5% 5.2M $236M ▲ 13% (+580K) $31,478.92 $56.80 (−100%) 2026-03-31
VOO Vanguard Index Fds 3.8% 335K $200M ▼ 12% (−48K) $481,332.90 $686.10 (−100%) 2026-03-31
VBIL Vanguard Instl Index Fd 3.8% 2.6M $200M NEW (+2.6M) $75.65 $75.63 (−0%) 2026-03-31
BSV Vanguard Bd Index Fds 3.0% 2.0M $157M ▲ 79% (+885K) $76,495.64 $77.68 (−100%) 2026-03-31
VSS Vanguard Intl Equity Index F 1.8% 659K $96M $115.60 $157.89 (+37%) 2026-03-31
VGSH Vanguard Scottsdale Fds 1.3% 1.2M $70M NEW (+1.2M) $58,540.12 $58.07 (−100%) 2026-03-31
VB Vanguard Index Fds 1.3% 264K $69M $189,565.85 $297.27 (−100%) 2026-03-31
BIV Vanguard Bd Index Fds 1.2% 861K $66M ▲ 9.9% (+77K) $75,353.28 $76.34 (−100%) 2026-03-31
VBR Vanguard Index Fds 1.0% 250K $54M $195.01 $238.83 (+22%) 2026-03-31
EFA Ishares Tr 0.9% 491K $48M $71,534.00 $104.58 (−100%) 2026-03-31
SUB Ishares Tr 0.8% 419K $45M $104,695.44 $106.56 (−100%) 2026-03-31
SCHD Schwab Strategic Tr 0.5% 787K $24M $26.50 $31.89 (+20%) 2026-03-31
EEM Ishares Tr 0.4% 412K $23M $39,451.79 $71.21 (−100%) 2026-03-31
MUB Ishares Tr 0.1% 66K $7M ▲ 6.4% (+4K) $107,935.72 $107.32 (−100%) 2026-03-31
VGIT Vanguard Scottsdale Fds 0.1% 83K $5M $56,829.57 $58.69 (−100%) 2026-03-31
IBIT Ishares Bitcoin Trust Etf 0.1% 81K $3M $49.65 $36.50 (−26%) 2026-03-31
ESGD Ishares Tr 0.1% 32K $3M $70,825.76 $103.55 (−100%) 2026-03-31
ESGU Ishares Tr 0.0% 12K $2M $148.98 $162.89 (+9%) 2026-03-31
Related
VWO stockIEMG stockVEA stockIEI stockAll hedge funds
FAQ

What are WIT, LLC's largest holdings?

As of the latest 13F: Vanguard Intl Equity Index F 40.6%, Ishares Inc 21.4%, Vanguard Tax-managed Fds 8.3%, Ishares Tr 5.1%, Ishares Inc 4.5%.

How big is WIT, LLC's 13F portfolio?

$5.3B across 22 disclosed U.S.-equity positions.

What is WIT, LLC's 3-year performance?

+52% (13F-replication, price return), -20 pts vs the S&P 500. Not an audited fund return.

Where does this data come from?

U.S. SEC Form 13F-HR institutional holdings filings.

Sourced from SEC Form 13F-HR filings · Not investment advice
SEC EDGAR 13F
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.

Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.