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CIK: 0001840025
Total reported value
$6.3B
$6.3B
15 檔
0.0%
According to the latest 13F quarterly dataset, Wit, LLC managed an equity portfolio of $6.3B at the end of Q1 2024, spanning 15 distinct U.S. exchange-listed positions.
During Q1 2024, Wit, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VWO, IEMG, VEA) accounted for 0.0% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 41.52% | -3.75% | +14.61% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 28.75% | +1.06% | +42.05% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.19% | -0.62% | -5.73% | |
| 4 | SUB | Ishares Short-term National | ETF-Other | 5.88% | -0.13% | -4.95% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.80% | -0.16% | — | |
| 6 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.10% | -3.83% | — | |
| 7 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.61% | -0.50% | -25.33% | |
| 8 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.84% | -0.50% | +110.80% | |
| 9 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.73% | -0.09% | — | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.46% | -0.28% | -20.15% | |
| 11 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.33% | -0.20% | — | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.52% | +0.01% | — | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.16% | +4.53% | — | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 0.07% | — | -37.50% | |
| 15 | GERN | Geron CORP | Stock-Other | 0.05% | — | — |
According to official SEC Form 13F filings, Wit, LLC reported a total U.S. public equity portfolio value of $6.3B across 15 disclosed positions in Q1 2024.
During Q1 2024, Wit, LLC's top holdings by market value included VWO (41.5%)、IEMG (28.8%)、VEA (7.2%). The largest single position, VWO, represented 41.5% of total portfolio value.
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In Q1 2024, Wit, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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