WL
Wit, LLC 13F Filings & Institutional Holdings (Q2 2026)
Wit, LLCCIK: 0001840025
Sector-focusedMomentum followerConcentrated strategy
Total reported value
$6.3B
Reporting period: 2026-06-30 · Number of holdings: 24
WIT, LLC disclosed 24 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $6.3B and a quarterly turnover rate of 23.5%.
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Personality snowflake
- Concentration
- 81.34
- Portfolio Stability
- 23.54
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 48
- Sizing Uniformity
- 79.88
Wit, LLC's disclosed holdings carry a Herfindahl concentration index of 0.203 — mathematically equivalent to about 5 equally-sized positions, well below its 24 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 2.01), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 4.3 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VGIT
+5839.8% $284.2M
Trim IEI
-70.8% -$190.9M
Trim VWO
-2.9% $155.7M
Add VBIL
+107.1% $214.7M
Add IEMG
+4.4% $271.9M
Add VGSH
+103.9% $71.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 36.83% | -3.75% | -2.89% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 22.43% | +1.06% | +4.42% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.66% | -0.62% | -1.77% | |
| 4 | VBIL | Vanguard 0-3m T-bill ETF | ETF-Other | 6.63% | +2.85% | +107.11% | |
| 5 | VGIT | Vanguard Intermediate-term T | ETF-Other | 4.62% | +4.53% | +5839.80% | |
| 6 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 3.95% | -0.50% | -12.79% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.62% | -0.16% | -1.45% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.47% | -0.50% | -1.28% | |
| 9 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 2.25% | +0.94% | +103.85% | |
| 10 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 1.77% | -0.04% | +9.33% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.24% | -3.83% | -70.80% | |
| 12 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.05% | -0.20% | — | |
| 13 | VB | Vanguard Small-cap ETF | ETF-Other | 1.03% | -0.28% | -19.36% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.94% | -0.09% | -3.11% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.85% | NEW | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | -0.09% | — | |
| 17 | SUB | Ishares Short-term National | ETF-Other | 0.71% | -0.13% | — | |
| 18 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.45% | +0.01% | — | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.40% | -0.06% | — | |
| 20 | MUB | Ishares National Muni Bond E | ETF-Other | 0.13% | — | +16.20% | |
| 21 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.05% | -0.01% | — | |
| 22 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.04% | -0.02% | — | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.03% | — | — | |
| 24 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.02% | +0.02% | NEW |
Portfolio Performance
Performance for Q3 2026
+0.8%
Performance Last 4 Quarters
+23.7%
- Stdev
- +10.6%
- Beta
- +0.58
- Alpha
- +5%
- Max Drawdown
- -7.2%
- Annualized Perf
- +17.3%
- Batting Avg vs S&P
- +44.4%
- Sortino
- +3.13
- Stutzer
- +0.45
- Treynor
- +0.29
- Sterling
- +1.15
- Calmar
- +2.41
- Information Ratio
- -0.37
- Tracking Error
- +9.3%
- Stdev Down
- +5.3%
- Winning Months %
- +69.4%
- Losing Months %
- +30.6%
- Best 12 Months
- +34.1%
- Worst 12 Months
- +7.7%
- Efficiency Ratio
- +0.64
- Sharpe
- +1.56
- Stdev Sectors
- 0%
- Skewness
- -0.19
- Kurtosis
- +0.65
- Upside Potential
- +4.58
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 24 | $6.3B | 24 | ||
| 2026 Q1 | 22 | $5.3B | 11 | ||
| 2025 Q4 | 20 | $5.0B | 12 | ||
| 2025 Q3 | 18 | $4.4B | 34 | ||
| 2025 Q2 | 18 | $4.0B | 0 | ||
| 2025 Q1 | 15 | $3.5B | 100 | ||
| 2024 Q4 | 14 | $3.1B | 0 | ||
| 2024 Q3 | 14 | $3.5M | 0 | ||
| 2024 Q2 | 14 | $3.3M | 0 | ||
| 2024 Q1 | 15 | $3.3M | 0 | ||
| 2023 Q4 | 17 | $2.6M | 0 | ||
| 2023 Q3 | 14 | $3.5M | 0 | ||
| 2023 Q2 | 14 | $3.9M | 0 | ||
| 2023 Q1 | 12 | $3.9M | 0 | ||
| 2022 Q4 | 11 | $3.6M | 0 | ||
| 2022 Q3 | 13 | $3.5M | 0 | ||
| 2022 Q2 | 11 | $4.0M | 0 | ||
| 2022 Q1 | 17 | $5.1M | 0 | ||
| 2021 Q4 | 12 | $4.5B | 0 | ||
| 2021 Q3 | 13 | $5.0B | 0 | ||
| 2021 Q2 | 16 | $5.0B | 95 | ||
| 2021 Q1 | 12 | $4.5B | 26 | ||
| 2020 Q4 | 11 | $3.8B | 0 |
Holding changes this quarter
Wit, LLC's most significant position changes for 2026-06-30: New buy: Ishares Core S&p Small-cap E (IJR); New buy: Crowdstrike Holdings Inc - A (CRWD); Add: Vanguard Intermediate-term T (VGIT) — shares +5839.80%; Trim: Ishares 3-7 Year Treasury Bo (IEI) — shares -70.80%; Trim: Vanguard Ftse Emerging Marke (VWO) — shares -2.89%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VGIT | Vanguard Intermediate-term T | +4.5% | +5839.80% | Add |
| 2 | VBIL | Vanguard 0-3m T-bill ETF | +2.9% | +107.11% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +1.1% | +4.42% | Add |
| 4 | VGSH | Vanguard Short-term Treasury | +0.9% | +103.85% | Add |
| 5 | IJR | Ishares Core S&p Small-cap E | +0.9% | NEW | New buy |
| 6 | CRWD | Crowdstrike Holdings Inc - A | 0% | NEW | New buy |
| 7 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 8 | MUB | Ishares National Muni Bond E | — | +16.20% | Add |
| 9 | ESGU | Ishares Esg Aware Msci USA | — | — | Unchanged |
| 10 | ESGD | Ishares Trust Ishares Esg Aw | 0% | — | Unchanged |
| 11 | IBIT | Ishares Bitcoin Trust ETF | 0% | — | Unchanged |
| 12 | VSS | Vanguard Ftse All Wo X-us Sc | 0% | +9.33% | Add |
| 13 | SCHD | Schwab US Dvd Equity ETF | -0.1% | — | Unchanged |
| 14 | VBR | Vanguard Small-cap Value ETF | -0.1% | -3.11% | Trim |
| 15 | EFA | Ishares Msci Eafe ETF | -0.1% | — | Unchanged |
| 16 | SUB | Ishares Short-term National | -0.1% | — | Unchanged |
| 17 | VOO | Vanguard S&p 500 ETF | -0.2% | -1.45% | Trim |
| 18 | BIV | Vanguard Intermediate-term B | -0.2% | — | Unchanged |
| 19 | VB | Vanguard Small-cap ETF | -0.3% | -19.36% | Trim |
| 20 | ESGE | Ishares Inc Ishares Esg Awar | -0.5% | -12.79% | Trim |
| 21 | BSV | Vanguard Short-term Bond ETF | -0.5% | -1.28% | Trim |
| 22 | VEA | Vanguard Ftse Developed ETF | -0.6% | -1.77% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | -3.8% | -2.89% | Trim |
| 24 | IEI | Ishares 3-7 Year Treasury Bo | -3.8% | -70.80% | Trim |
Filing History
FAQ
What is Wit, LLC and what type of investor is it?
Wit, LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $6.3B, spread across 24 disclosed positions.
What are Wit, LLC's largest equity positions?
Based on the latest 13F filing, Wit, LLC's top holdings by market value are:
1. Vanguard Ftse Emerging Marke (VWO) — $2.3B (36.8%)
2. Ishares Core Msci Emerging (IEMG) — $1.4B (22.4%)
3. Vanguard Ftse Developed ETF (VEA) — $479.3M (7.7%)
4. Vanguard 0-3m T-bill ETF (VBIL) — $415.0M (6.6%)
5. Vanguard Intermediate-term T (VGIT) — $289.1M (4.6%)
What changes did Wit, LLC make in its most recent portfolio filing?
In the latest reported quarter, Wit, LLC made 16 notable position adjustments: 2 new positions were initiated, 6 existing holdings were added to, 8 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Ishares Core S&p Small-cap E (IJR); New buy: Crowdstrike Holdings Inc - A (CRWD); Add: Vanguard Intermediate-term T (VGIT) — shares +5839.80%; Trim: Ishares 3-7 Year Treasury Bo (IEI) — shares -70.80%; Trim: Vanguard Ftse Emerging Marke (VWO) — shares -2.89%
What sectors does Wit, LLC focus on?
Wit, LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 100.0%
Investment Profile
Wit, LLC returned an annualized 17.3% over the trailing 36 months — outperforming the S&P 500 by 5.0 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.58 (less volatile than the market) and a 44% quarterly batting average against the index.
Its portfolio is concentrated and moderately active, with 100.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 24 over the past 4 quarters — a shift toward more active trading.
It has added to its IEMG position over the past two quarters (+$305.1M, now $1.4B), while trimming IBIT over the same stretch (-$1.3M, still holding $2.7M).
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