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CIK: 0001840025
Total reported value
$6.3B
$6.3B
18 檔
55.7%
In Q2 2025, Wit, LLC's U.S. equity holdings reached a combined market value of $6.3B, distributed across 18 disclosed stock positions.
In Q2 2025, Wit, LLC displayed an active expansion posture, initiating 4 new positions and adding to 5 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VWO, IEMG, IEI) accounted for 55.7% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 44.70% | -3.75% | +5.92% | |
| 2 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 24.46% | +1.06% | -0.33% | |
| 3 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 7.30% | -3.83% | -48.53% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.60% | -0.62% | -1.41% | |
| 5 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 4.45% | -0.50% | +485.32% | |
| 6 | VSS | Vanguard Ftse All Wo X-us Sc | ETF-Other | 2.19% | -0.04% | +36.04% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.74% | -0.09% | +87.15% | |
| 8 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.65% | -0.50% | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 1.50% | -0.20% | -6.64% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.44% | -0.28% | -89.11% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.32% | -0.16% | +6.41% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.21% | -0.09% | — | |
| 13 | SUB | Ishares Short-term National | ETF-Other | 1.10% | -0.13% | — | |
| 14 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.52% | -0.06% | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.49% | +0.01% | — | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 0.16% | — | -79.33% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.12% | +4.53% | -4.90% | |
| 18 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.05% | +0.02% | NEW |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ESGE | Ishares Inc Ishares Esg Awar | +2.7% | +485.32% | Add |
| 2 | IEI | Ishares 3-7 Year Treasury Bo | +2.5% | -48.53% | Trim |
| 3 | VBR | Vanguard Small-cap Value ETF | +1.2% | NEW | New buy |
| 4 | SUB | Ishares Short-term National | +1.1% | NEW | New buy |
| 5 | VSS | Vanguard Ftse All Wo X-us Sc | +0.6% | +36.04% | Add |
| 6 | SCHD | Schwab US Dvd Equity ETF | +0.5% | NEW | New buy |
| 7 | EFA | Ishares Msci Eafe ETF | +0.5% | +87.15% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +5.92% | Add |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 10 | VOO | Vanguard S&p 500 ETF | 0% | +6.41% | Add |
| 11 | EEM | Ishares Msci Emerging Market | 0% | — | Unchanged |
| 12 | VGIT | Vanguard Intermediate-term T | 0% | -4.90% | Trim |
| 13 | VEA | Vanguard Ftse Developed ETF | -0.2% | -1.41% | Trim |
| 14 | BSV | Vanguard Short-term Bond ETF | -0.2% | — | Unchanged |
| 15 | BIV | Vanguard Intermediate-term B | -0.5% | -6.64% | Trim |
| 16 | IEMG | Ishares Core Msci Emerging | -0.9% | -0.33% | Trim |
| 17 | MUB | Ishares National Muni Bond E | -1.6% | -79.33% | Trim |
| 18 | VB | Vanguard Small-cap ETF | -6.1% | -89.11% | Trim |
According to official SEC Form 13F filings, Wit, LLC reported a total U.S. public equity portfolio value of $6.3B across 18 disclosed positions in Q2 2025.
During Q2 2025, Wit, LLC's top holdings by market value included VWO (44.7%)、IEMG (24.5%)、IEI (7.3%). The largest single position, VWO, represented 44.7% of total portfolio value.
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Top New Position Initiated
VBR
市值: $48.8M
Top Position Liquidated / Trimmed
IEMG
前期市值: $890.1M
In Q2 2025, Wit, LLC made 16 total portfolio adjustments, initiating 4 new buys, adding to 5 positions, trimming 7 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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