WIT, LLC
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 +45% over 3 years (-19 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| VWO Vanguard Intl Equity Index F | 40.6% | 39.8M | $2.2B | ▼ 3.1% (−1.3M) | $42.82 | $58.75 (+37%) | 2026-03-31 |
| IEMG Ishares Inc | 21.4% | 16.2M | $1.1B | ▼ 0.7% (−117K) | $49.84 | $77.61 (+56%) | 2026-03-31 |
| VEA Vanguard Tax-managed Fds | 8.3% | 6.8M | $439M | ▼ 8.6% (−643K) | $53.52 | $70.62 (+32%) | 2026-03-31 |
| IEI Ishares Tr | 5.1% | 2.3M | $269M | ▲ 8.4% (+175K) | $118.14 | $116.48 (−1%) | 2026-03-31 |
| ESGE Ishares Inc | 4.5% | 5.2M | $236M | ▲ 13% (+580K) | $37.49 | $51.52 (+37%) | 2026-03-31 |
| VOO Vanguard Index Fds | 3.8% | 335K | $200M | ▼ 12% (−48K) | $592.66 | $686.65 (+16%) | 2026-03-31 |
| VBIL Vanguard Instl Index Fd | 3.8% | 2.6M | $200M | NEW (+2.6M) | $75.65 | $75.73 (+0%) | 2026-03-31 |
| BSV Vanguard Bd Index Fds | 3.0% | 2.0M | $157M | ▲ 79% (+885K) | $77.67 | $77.58 (−0%) | 2026-03-31 |
| VSS Vanguard Intl Equity Index F | 1.8% | 659K | $96M | — | $120.58 | $150.52 (+25%) | 2026-03-31 |
| VGSH Vanguard Scottsdale Fds | 1.3% | 1.2M | $70M | NEW (+1.2M) | $58.54 | $58.10 (−1%) | 2026-03-31 |
| VB Vanguard Index Fds | 1.3% | 264K | $69M | — | $222.26 | $295.14 (+33%) | 2026-03-31 |
| BIV Vanguard Bd Index Fds | 1.2% | 861K | $66M | ▲ 9.9% (+77K) | $76.28 | $75.54 (−1%) | 2026-03-31 |
| VBR Vanguard Index Fds | 1.0% | 250K | $54M | — | $195.01 | $244.63 (+25%) | 2026-03-31 |
| EFA Ishares Tr | 0.9% | 491K | $48M | — | $79.24 | $105.58 (+33%) | 2026-03-31 |
| SUB Ishares Tr | 0.8% | 419K | $45M | — | $104.68 | $106.15 (+1%) | 2026-03-31 |
| SCHD Schwab Strategic Tr | 0.5% | 787K | $24M | — | $26.50 | $33.47 (+26%) | 2026-03-31 |
| EEM Ishares Tr | 0.4% | 412K | $23M | — | $39.46 | $64.09 (+62%) | 2026-03-31 |
| MUB Ishares Tr | 0.1% | 66K | $7M | ▲ 6.4% (+4K) | $108.37 | $105.64 (−3%) | 2026-03-31 |
| VGIT Vanguard Scottsdale Fds | 0.1% | 83K | $5M | — | $57.15 | $58.35 (+2%) | 2026-03-31 |
| IBIT Ishares Bitcoin Trust Etf | 0.1% | 81K | $3M | — | $49.65 | $35.64 (−28%) | 2026-03-31 |
| ESGD Ishares Tr | 0.1% | 32K | $3M | — | $83.04 | $104.70 (+26%) | 2026-03-31 |
| ESGU Ishares Tr | 0.0% | 12K | $2M | — | $148.98 | $163.65 (+10%) | 2026-03-31 |
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?
+45% (13F-replication, price return), -19 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 ▾
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.