Wit, LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Wit, LLC reported 15 stock positions worth $3.3 million. Its top holding was Vanguard Ftse Emerging Marke (VWO) at 41.5% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 28.8%) and Vanguard Ftse Developed ETF (VEA, 7.2%). Compared with Q4 2023, it opened 4 new positions, sold out of 6, added to 3 and reduced 5. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale Vanguard Ftse Developed ETF (VEA, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- DISTRICT OF COLUMBIA, DC
- CIK
- 0001840025
- Portfolio Value
- $3.3M (Q1 2024)
- SEC Filing
- 0001104659-24-061686 ↗ filed May 15, 2024
Holdings Value
Holdings 15 stocks · $3.3M
| VWO Vanguard Ftse Emerging Marke | 41.52% | 32,654 | $1.4M | Add +14.6% |
| IEMG iShares Core MSCI Emerging | 28.75% | 18,303 | $944K | Add +42.0% |
| VEA Vanguard Ftse Developed ETF | 7.19% | 4,706 | $236K | Reduce -5.7% |
| SUB iShares Short-Term National | 5.88% | 1,845 | $193K | Reduce -5.0% |
| VOO Vanguard S&P 500 ETF | 3.80% | 259 | $125K | New |
| IEI iShares 3-7 Year Treasury Bo | 3.10% | 880 | $102K | New |
| BSV Vanguard Short-Term Bond ETF | 2.61% | 1,117 | $86K | Reduce -25.3% |
| ESGE iShares Inc. iShares ESG Awar | 1.84% | 1,874 | $60K | Add +110.8% |
| EFA iShares MSCI Eafe ETF | 1.73% | 711 | $57K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.46% | 210 | $48K | Reduce -20.1% |
| BIV Vanguard Intermediate-Term B | 1.33% | 581 | $44K | New |
| EEM iShares MSCI Emerging Market | 0.52% | 412 | $17K | No change |
| VGIT Vanguard Intermediate-Term T | 0.16% | 89 | $5K | No change |
| MUB iShares National Muni Bond E | 0.07% | 20 | $2K | Reduce -37.5% |
| GERN Geron Corp. | 0.05% | 462 | $2K | New |
Portfolio Sells Q4 2023 → Q1 2024
| VEA Vanguard Ftse Developed ETF | Reduce -5.7% | 7.19% | −2.02 |
| SUB iShares Short-Term National | Reduce -5.0% | 5.88% | −1.99 |
| BSV Vanguard Short-Term Bond ETF | Reduce -25.3% | 2.61% | −1.83 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −1.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -20.1% | 1.46% | −0.70 |
| VTI VG Morningstar TS MKT ETF-US | Sold out | 0.00% | −0.53 |
| MDGL Madrigal Pharmaceuticals Inc. | Sold out | 0.00% | −0.31 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.09 |
| MUB iShares National Muni Bond E | Reduce -37.5% | 0.07% | −0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Sold out | 0.00% | −0.02 |
| PATH Uipath Inc. Class A | Sold out | 0.00% | −0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| VOO Vanguard S&P 500 ETF | New | 3.80% | +3.80 |
| IEMG iShares Core MSCI Emerging | Add +42.0% | 28.75% | +3.66 |
| IEI iShares 3-7 Year Treasury Bo | New | 3.10% | +3.10 |
| BIV Vanguard Intermediate-Term B | New | 1.33% | +1.33 |
| ESGE iShares Inc. iShares ESG Awar | Add +110.8% | 1.84% | +0.74 |
| GERN Geron Corp. | New | 0.05% | +0.05 |
| VWO Vanguard Ftse Emerging Marke | Add +14.6% | 41.52% | −3.56 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 24 | $6.3B | VWO, IEMG, VEA, VBIL, VGIT |
| Q1 2026 | 22 | $5.3B | VWO, IEMG, VEA, IEI, ESGE |
| Q4 2025 | 20 | $5.0B | VWO, IEMG, VEA, IEI, VOO |
| Q3 2025 | 18 | $4.4B | VWO, IEMG, IEI, VEA, ESGE |
| Q2 2025 | 18 | $4.0B | VWO, IEMG, IEI, VEA, ESGE |
| Q1 2025 | 14 | $3.5B | VWO, IEMG, VB, VEA, IEI |
| Q4 2024Amended | 13 | $3.1B | VWO, IEMG, VEA, VB, BSV |
| Q3 2024 | 13 | $3.5B | VWO, IEMG, VEA, VB, EFA |
| Q2 2024 | 14 | $3.3M | VWO, IEMG, VEA, VOO, SUB |
| Q1 2024 | 15 | $3.3M | VWO, IEMG, VEA, SUB, VOO |