W

WIT, LLC Portfolio Holdings

Q3 2025•18 long positions•$4.4B portfolio value

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.

Holding18	Sector	Position↕	Traded↕	Ownership↕	Shares Δ↕	Shares Δ %	Market Cap↕	Owned Since↕
1 Vanguard FTSE Emerging Markets VWO	ETF ETF	$2.1B 47.13%	+$105.1M Bought	— 38.4M shares	36.5M → 38.4M +$105.1M	+5.32%	— —	Q4 2020 Held for 4y 11m
2 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$1.1B 24.66%	+$5.3M Bought	— 16.5M shares	16.4M → 16.5M +$5.3M	+0.49%	— —	Q1 2021 Held for 4y 8m
3 iShares 3-7 Year Treasury Bond IEI	ETF ETF	$242.6M 5.49%	-$52.8M Sold	— 2.0M shares	2.5M → 2.0M −$52.8M	-17.89%	— —	Q1 2024 Held for 1y 8m
4 Vanguard FTSE Developed Markets VEA	ETF ETF	$237.5M 5.38%	—	— 4.0M shares	—	—	— —	Q4 2020 Held for 4y 11m
5 ESGE iShares ESG Aware MSCI EM ETF ESGE	ETF ETF	$199.2M 4.51%	—	— 4.6M shares	—	—	— —	Q2 2021 Held for 4y 5m
6 Vanguard FTSE All-World EX-US Small-Cap Index Fund VSS	ETF ETF	$93.9M 2.13%	—	— 658.5K shares	—	—	— —	Q1 2025 Held for 8 months
7 Vanguard Short-Term Bond BSV	ETF ETF	$88.5M 2.01%	+$21.9M Bought	— 1.1M shares	844.6K → 1.1M +$21.9M	+32.86%	— —	Q4 2020 Held for 4y 11m
8 Vanguard Small-Cap ETF VB	ETF ETF	$66.3M 1.5%	+$4.0M Bought	— 260.6K shares	244.9K → 260.6K +$4.0M	+6.41%	— —	Q4 2020 Held for 4y 11m
9 Vanguard Intermediate-Term Bond BIV	ETF ETF	$61.2M 1.39%	—	— 783.9K shares	—	—	— —	Q1 2024 Held for 1y 8m
10 Vanguard S&P 500 ETF VOO	ETF ETF	$57.2M 1.3%	—	— 93.5K shares	—	—	— —	Q1 2024 Held for 1y 8m
11 Vanguard Small-Cap Value VBR	ETF ETF	$52.2M 1.18%	—	— 250.2K shares	—	—	— —	Q2 2025 Held for 5 months
12 iShares MSCI EAFE EFA	ETF ETF	$45.9M 1.04%	-$27.3M Sold	— 491.2K shares	783.4K → 491.2K −$27.3M	-37.3%	— —	Q4 2020 Held for 4y 11m
13 iShares Short-Term National Muni Bond SUB	ETF ETF	$44.7M 1.01%	—	— 418.6K shares	—	—	— —	Q2 2025 Held for 5 months
14 iShares MSCI Emerging Markets EEM	ETF ETF	$22.0M 0.499%	—	— 412.1K shares	—	—	— —	Q4 2020 Held for 4y 11m
15 Schwab US Dividend Equity SCHD	ETF ETF	$21.5M 0.487%	—	— 787.0K shares	—	—	— —	Q2 2025 Held for 5 months
16 iShares National Muni Bond MUB	ETF ETF	$6.6M 0.15%	-$4.7K Sold	— 62.0K shares	62.0K → 62.0K −$4.7K	-0.07%	— —	Q4 2023 Held for 1y 11m
17 Vanguard Intermediate-Term Treasury VGIT	ETF ETF	$5.0M 0.112%	—	— 82.5K shares	—	—	— —	Q3 2023 Held for 2y 2m
18 CrowdStrike Holdings, Inc. CRWD	Software - Infrastructure Technology	$893.0K 0.02%	-$958.7K Sold	0.001% 1.8K shares	3.8K → 1.8K −$958.7K	-51.77%	$123.06B Large Cap	Q2 2025 Held for 5 months