Institutional Manager · CIK 0001840025
WIT, LLC
District Of Columbia, DC · File #028-20738
Latest AUM
$4.99B
Positions
20
Top-10 Concentration
95.8%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | VANGUARD TAX-MANAGED INTL FD | 921943858 | +3,526,251 | +$220.3M | +$10.1M |
| ADD | VANGUARD INDEX FDS | 922908363 | +289,303 | +$181.4M | +$1.4M |
| ADD | VANGUARD INTL EQUITY INDEX FUND | 922042858 | +2,671,801 | +$143.6M | -$16.1M |
| REDUCE | ISHARES INC | 46434G103 | -167,015 | -$11.2M | +$21.5M |
| ADD | ISHARES TR | 464288661 | +59,373 | +$7.1M | -$324,751 |
| NEW | ISHARES BITCOIN TRUST ETF | IBIT | +80,970 | +$4.0M | $0 |
| NEW | ISHARES TR | 46435G516 | +32,336 | +$3.1M | $0 |
| NEW | ISHARES TR | 46435G425 | +12,474 | +$1.9M | $0 |
| ADD | VANGUARD INDEX FDS | 922908751 | +3,797 | +$979,436 | +$956,237 |
| EXITED | CROWDSTRIKE HLDGS INC | 22788C105 | -1,821 | -$892,982 | $0 |
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202520 pos · $4.99B
- 13F HOLDINGS REPORTQ/E Sep 202518 pos · $4.41B
- 13F HOLDINGS REPORTQ/E Jun 202518 pos · $4.03B
- 13F HOLDINGS REPORTQ/E Mar 202515 pos · $3.51B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202414 pos · $3.12B
- 13F HOLDINGS REPORTQ/E Dec 202414 pos · $3.12B
- 13F HOLDINGS REPORTQ/E Sep 202414 pos · $3.47B
- 13F HOLDINGS REPORTQ/E Jun 202414 pos · $3.32B
- 13F HOLDINGS REPORTQ/E Mar 202415 pos · $3.28B
- 13F HOLDINGS REPORTQ/E Dec 202314 pos · $3.45B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX FUND | 922042858 | 41,074,353 | $2.21B | 44.26% |
| 2 | ISHARES INC | 46434G103 | 16,350,665 | $1.10B | 22.03% |
| 3 | VANGUARD TAX-MANAGED INTL FD | 921943858 | 7,490,656 | $467.9M | 9.38% |
| 4 | ISHARES TR | 464288661 | 2,089,070 | $249.3M | 5.00% |
| 5 | VANGUARD INDEX FDS | 922908363 | 382,779 | $240.1M | 4.81% |
| 6 | ISHARES INC | 46434G863 | 4,601,324 | $203.2M | 4.07% |
| 7 | VANGUARD INTL EQUITY INDEX F | 922042718 | 658,548 | $94.4M | 1.89% |
| 8 | VANGUARD BD INDEX FDS | 921937827 | 1,122,162 | $88.4M | 1.77% |
| 9 | VANGUARD INDEX FDS | 922908751 | 264,352 | $68.2M | 1.37% |
| 10 | VANGUARD BD INDEX FDS | 921937819 | 783,879 | $61.0M | 1.22% |
| 11 | VANGUARD INDEX FDS | 922908611 | 250,167 | $53.0M | 1.06% |
| 12 | ISHARES TR | 464287465 | 491,177 | $47.2M | 0.95% |
| 13 | ISHARES TR | 464288158 | 418,588 | $44.7M | 0.90% |
| 14 | ISHARES TR | 464287234 | 412,144 | $22.5M | 0.45% |
| 15 | SCHWAB STRATEGIC TR | 808524797 | 786,995 | $21.6M | 0.43% |
| 16 | ISHARES TR | 464288414 | 61,978 | $6.6M | 0.13% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C706 | 82,534 | $4.9M | 0.10% |
| 18 | ISHARES BITCOIN TRUST ETF | IBIT | 80,970 | $4.0M | 0.08% |
| 19 | ISHARES TR | 46435G516 | 32,336 | $3.1M | 0.06% |
| 20 | ISHARES TR | 46435G425 | 12,474 | $1.9M | 0.04% |