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CIK: 0001840025
Total reported value
$6.3B
$6.3B
13 檔
44.2%
At the close of Q4 2024, Wit, LLC disclosed equity holdings valued at approximately $6.3B, spread across 13 reported holdings.
In Q4 2024, Wit, LLC displayed an active expansion posture, initiating 0 new positions and adding to 13 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VWO, IEMG, VEA) accounted for 44.2% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 46.90% | -3.75% | +98777.38% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 30.27% | +1.06% | +93845.76% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.16% | -0.62% | +99898.36% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 3.27% | -0.28% | +95035.95% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.17% | -0.50% | +99869.56% | |
| 6 | MUB | Ishares National Muni Bond E | ETF-Other | 2.04% | — | +99330.38% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 1.88% | -3.83% | +99904.72% | |
| 8 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 1.88% | -0.50% | +99884.57% | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.72% | -0.20% | +99889.31% | |
| 10 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.52% | -0.16% | +99722.73% | |
| 11 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.46% | -0.09% | +56673.25% | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.55% | +0.01% | +99934.95% | |
| 13 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.16% | +4.53% | +99339.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | +0.5% | +98777.38% | Add |
| 2 | MUB | Ishares National Muni Bond E | +0.2% | +99330.38% | Add |
| 3 | BSV | Vanguard Short-term Bond ETF | +0.2% | +99869.56% | Add |
| 4 | VOO | Vanguard S&p 500 ETF | +0.2% | +99722.73% | Add |
| 5 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | +99884.57% | Add |
| 6 | VB | Vanguard Small-cap ETF | +0.1% | +95035.95% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | 0% | +99898.36% | Add |
| 8 | IEI | Ishares 3-7 Year Treasury Bo | 0% | +99904.72% | Add |
| 9 | VGIT | Vanguard Intermediate-term T | 0% | +99339.33% | Add |
| 10 | BIV | Vanguard Intermediate-term B | — | +99889.31% | Add |
| 11 | EEM | Ishares Msci Emerging Market | — | +99934.95% | Add |
| 12 | IEMG | Ishares Core Msci Emerging | -0.5% | +93845.76% | Add |
| 13 | EFA | Ishares Msci Eafe ETF | -0.9% | +56673.25% | Add |
According to official SEC Form 13F filings, Wit, LLC reported a total U.S. public equity portfolio value of $6.3B across 13 disclosed positions in Q4 2024.
During Q4 2024, Wit, LLC's top holdings by market value included VWO (46.9%)、IEMG (30.3%)、VEA (6.2%). The largest single position, VWO, represented 46.9% of total portfolio value.
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In Q4 2024, Wit, LLC made 13 total portfolio adjustments, initiating 0 new buys, adding to 13 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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