Wit, LLC

ContrarianConcentrated strategyQuality / disciplined sizing

Total reported value

$5.3B

Reporting period: 2026-03-31 · Number of holdings: 22

WIT, LLC disclosed 22 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $5.3B and a quarterly turnover rate of 11.0%.

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Personality snowflake

Concentration: 90.65
Portfolio Stability: 10.98
Momentum/Contrarian: 0
Sector conviction: 0
Diversification: 44
Sizing Uniformity: 79.57

Recent moves

Trim VWO
-3.1%　-$57.6M
Add BSV
+78.9%　$69.0M
Trim VEA
-8.6%　-$29.1M
Trim VOO
-12.4%　-$39.7M
Trim IEMG
-0.7%　$33.2M
Add ESGE
+12.6%　$32.4M

Holdings Map

New buyAddUnchangedTrim

Top 10 holdings by weight

Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	VWO	Vanguard Ftse Emerging Marke	ETF-Emerging Markets	40.58%	-3.68%	-3.13%
2	IEMG	Ishares Core Msci Emerging	ETF-Emerging Markets	21.37%	-0.66%	-0.71%
3	VEA	Vanguard Ftse Developed ETF	ETF-Other	8.28%	-1.10%	-8.58%
4	IEI	Ishares 3-7 Year Treasury Bo	ETF-Gov Bonds	5.07%	+0.07%	+8.37%
5	ESGE	Ishares INC Ishares Esg Awar	ETF-Other	4.45%	+0.38%	+12.61%
6	VOO	Vanguard S&p 500 ETF	ETF-Large Cap & Growth	3.78%	-1.03%	-12.41%
7	VBIL	Vanguard 0-3m T-bill ETF	ETF-Other	3.78%	+3.78%	NEW
8	BSV	Vanguard Short-term Bond ETF	ETF-Other	2.97%	+1.20%	+78.89%
9	VSS	Vanguard Ftse All Wo X-us Sc	ETF-Other	1.81%	-0.08%	—
10	VGSH	Vanguard Short-term Treasury	ETF-Gov Bonds	1.31%	+1.31%	NEW
11	VB	Vanguard Small-cap ETF	ETF-Other	1.31%	-0.06%	-0.05%
12	BIV	Vanguard Intermediate-term B	ETF-Other	1.25%	+0.03%	+9.86%
13	VBR	Vanguard Small-cap Value ETF	ETF-Other	1.03%	-0.03%	—
14	EFA	Ishares Msci Eafe ETF	ETF-Other	0.90%	-0.05%	—
15	SUB	Ishares Short-term National	ETF-Other	0.84%	-0.06%	—
16	SCHD	Schwab US Dvd Equity ETF	ETF-Other	0.46%	+0.03%	—
17	EEM	Ishares Msci Emerging Market	ETF-Emerging Markets	0.44%	-0.01%	—
18	MUB	Ishares National Muni Bond E	ETF-Other	0.13%	—	+6.36%
19	VGIT	Vanguard Intermediate-term T	ETF-Other	0.09%	-0.01%	—
20	IBIT	Ishares Bitcoin Trust ETF	ETF-Crypto	0.06%	-0.02%	—
21	ESGD	Ishares Trust Ishares Esg Aw	ETF-Other	0.06%	—	—
22	ESGU	Ishares Esg Aware Msci USA	ETF-Other	0.03%	-0.01%	—

Reported value over time

Sector allocation

Not enough sector-mapped data yet

Sector allocation over time

Quarterly history

Period	Holdings	Total value	Stability	Top holdings
2026-03-31	22	$5.3B	11	1VWO 2IEMG 3VEA Top holdings2026-03-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.ESGE 6.VOO 7.VBIL 8.BSV 9.VSS 10.VGSH
2025-12-31	20	$5.0B	12	1VWO 2IEMG 3VEA Top holdings2025-12-31 1.VWO 2.IEMG 3.VEA 4.IEI 5.VOO 6.ESGE 7.VSS 8.BSV 9.VB 10.BIV
2025-09-30	18	$4.4B	34	1VWO 2IEMG 3IEI Top holdings2025-09-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.BSV 8.VB 9.BIV 10.VOO
2025-06-30	18	$4.0B	0	1VWO 2IEMG 3IEI Top holdings2025-06-30 1.VWO 2.IEMG 3.IEI 4.VEA 5.ESGE 6.VSS 7.EFA 8.BSV 9.BIV 10.VB
2025-03-31	15	$3.5B	100	1VWO 2IEMG 3VB Top holdings2025-03-31 1.VWO 2.IEMG 3.VB 4.VEA 5.IEI 6.BIV 7.BSV 8.MUB 9.ESGE 10.VSS
2024-12-31	14	$3.1B	0	1VWO 2IEMG 3VEA Top holdings2024-12-31 1.VWO 2.IEMG 3.VEA 4.VB 5.BSV 6.MUB 7.IEI 8.ESGE 9.BIV 10.VOO
2024-09-30	14	$3.5M	0	1VWO 2IEMG 3VEA Top holdings2024-09-30 1.VWO 2.IEMG 3.VEA 4.VB 5.EFA 6.BSV 7.IEI 8.MUB 9.ESGE 10.BIV
2024-06-30	14	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-06-30 1.VWO 2.IEMG 3.VEA 4.VOO 5.SUB 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2024-03-31	15	$3.3M	0	1VWO 2IEMG 3VEA Top holdings2024-03-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.VOO 6.IEI 7.BSV 8.ESGE 9.EFA 10.VB
2023-12-31	17	$2.6M	0	1VWO 2IEMG 3VEA Top holdings2023-12-31 1.VWO 2.IEMG 3.VEA 4.SUB 5.BSV 6.VB 7.EFA 8.ESGE 9.VGSH 10.EEM
2023-09-30	14	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2023-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.ESGE 10.EEM
2023-06-30	14	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.VB 7.BSV 8.EFA 9.EEM 10.ESGE
2023-03-31	12	$3.9M	0	1VWO 2VGSH 3IEMG Top holdings2023-03-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.BSV 7.VB 8.EFA 9.EEM 10.ESGE
2022-12-31	11	$3.6M	0	1VWO 2VGSH 3IEMG Top holdings2022-12-31 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-09-30	13	$3.5M	0	1VWO 2VGSH 3IEMG Top holdings2022-09-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.VEA 6.EEM 7.EFA 8.BSV 9.VB 10.ESGE
2022-06-30	11	$4.0M	0	1VWO 2VGSH 3IEMG Top holdings2022-06-30 1.VWO 2.VGSH 3.IEMG 4.SUB 5.EEM 6.VEA 7.VB 8.EFA 9.BSV 10.ESGE
2022-03-31	17	$5.1M	0	1VWO 2VGSH 3SUB Top holdings2022-03-31 1.VWO 2.VGSH 3.SUB 4.IEMG 5.EWJ 6.EEM 7.VEA 8.BSV 9.VB 10.EFA
2021-12-31	12	$4.5B	0	1VWO 2VGSH 3IEMG Top holdings2021-12-31 1.VWO 2.VGSH 3.IEMG 4.VEA 5.EEM 6.VB 7.BSV 8.EFA 9.SUB 10.ESGE
2021-09-30	13	$5.0B	0	1VWO 2VGSH 3IEMG Top holdings2021-09-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.SUB 10.ESGE
2021-06-30	16	$5.0B	95	1VWO 2VGSH 3IEMG Top holdings2021-06-30 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.EFA 8.VB 9.SUB 10.ESGE
2021-03-31	12	$4.5B	26	1VWO 2VGSH 3IEMG Top holdings2021-03-31 1.VWO 2.VGSH 3.IEMG 4.BSV 5.EEM 6.VEA 7.VB 8.EFA 9.VO 10.SUB
2020-12-31	11	$3.8B	0	1VWO 2VGSH 3BSV Top holdings2020-12-31 1.VWO 2.VGSH 3.BSV 4.EEM 5.VEA 6.EFA 7.VB 8.VO 9.UBER 10.INTU

Holding changes this quarter

Wit, LLC's most significant position changes for 2026-03-31: New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Short-term Treasury (VGSH); Trim: Vanguard Ftse Emerging Marke (VWO) — shares -3.13%; Add: Vanguard Short-term Bond ETF (BSV) — shares +78.89%; Trim: Vanguard Ftse Developed ETF (VEA) — shares -8.58%.

Position changes disclosed by Wit, LLC for the quarter ending 2026-03-31, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	BSV	Vanguard Short-term Bond ETF	+1.2%	+78.89%	Add
2	ESGE	Ishares INC Ishares Esg Awar	+0.4%	+12.61%	Add
3	IEI	Ishares 3-7 Year Treasury Bo	+0.1%	+8.37%	Add
4	BIV	Vanguard Intermediate-term B	0%	+9.86%	Add
5	SCHD	Schwab US Dvd Equity ETF	0%	—	Unchanged
6	MUB	Ishares National Muni Bond E	—	+6.36%	Add
7	ESGD	Ishares Trust Ishares Esg Aw	—	—	Unchanged
8	EEM	Ishares Msci Emerging Market	0%	—	Unchanged
9	ESGU	Ishares Esg Aware Msci USA	0%	—	Unchanged
10	VGIT	Vanguard Intermediate-term T	0%	—	Unchanged
11	IBIT	Ishares Bitcoin Trust ETF	0%	—	Unchanged
12	VBR	Vanguard Small-cap Value ETF	0%	—	Unchanged
13	EFA	Ishares Msci Eafe ETF	-0.1%	—	Unchanged
14	VB	Vanguard Small-cap ETF	-0.1%	-0.05%	Trim
15	SUB	Ishares Short-term National	-0.1%	—	Unchanged
16	VSS	Vanguard Ftse All Wo X-us Sc	-0.1%	—	Unchanged
17	IEMG	Ishares Core Msci Emerging	-0.7%	-0.71%	Trim
18	VOO	Vanguard S&p 500 ETF	-1%	-12.41%	Trim
19	VEA	Vanguard Ftse Developed ETF	-1.1%	-8.58%	Trim
20	VWO	Vanguard Ftse Emerging Marke	-3.7%	-3.13%	Trim
21	VBIL	Vanguard 0-3m T-bill ETF	—	NEW	New buy
22	VGSH	Vanguard Short-term Treasury	—	NEW	New buy

FAQ

What is Wit, LLC and what type of investor is it?

Wit, LLC is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $5.3B, spread across 22 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) — $2.2B (40.6%) 2. Ishares Core Msci Emerging (IEMG) — $1.1B (21.4%) 3. Vanguard Ftse Developed ETF (VEA) — $438.8M (8.3%) 4. Ishares 3-7 Year Treasury Bo (IEI) — $268.5M (5.1%) 5. Ishares INC Ishares Esg Awar (ESGE) — $235.6M (4.5%)

What changes did Wit, LLC make in its most recent portfolio filing?

In the latest reported quarter, Wit, LLC made 12 notable position adjustments: 2 new positions were initiated, 5 existing holdings were added to, 5 positions were partially reduced, and 0 were completely exited. The largest of these moves: New buy: Vanguard 0-3m T-bill ETF (VBIL); New buy: Vanguard Short-term Treasury (VGSH); Trim: Vanguard Ftse Emerging Marke (VWO) — shares -3.13%; Add: Vanguard Short-term Bond ETF (BSV) — shares +78.89%; Trim: Vanguard Ftse Developed ETF (VEA) — shares -8.58%

What sectors does Wit, LLC focus on?

Sector breakdown data is not yet available for Wit, LLC. Check back after the next 13F processing cycle.