Wit, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Wit, LLC reported 14 stock positions worth $3.3 million. Its top holding was Vanguard Ftse Emerging Marke (VWO) at 43.8% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 29.4%) and Vanguard Ftse Developed ETF (VEA, 7.0%). Compared with Q1 2024, it sold out of 1, added to 3 and reduced 5. The biggest buy was Vanguard Ftse Emerging Marke (VWO, shares +2%) and the biggest sale iShares Short-Term National (SUB, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- DISTRICT OF COLUMBIA, DC
- CIK
- 0001840025
- Portfolio Value
- $3.3M (Q2 2024)
- SEC Filing
- 0001104659-24-089323 ↗ filed Aug 14, 2024
Holdings Value
Holdings 14 stocks · $3.3M
| VWO Vanguard Ftse Emerging Marke | 43.83% | 33,253 | $1.5M | Add +1.8% |
| IEMG iShares Core MSCI Emerging | 29.38% | 18,224 | $976K | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 6.96% | 4,679 | $231K | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 3.91% | 259 | $130K | No change |
| SUB iShares Short-Term National | 3.67% | 1,166 | $122K | Reduce -36.8% |
| IEI iShares 3-7 Year Treasury Bo | 3.21% | 923 | $107K | Add +4.9% |
| BSV Vanguard Short-Term Bond ETF | 2.13% | 922 | $71K | Reduce -17.5% |
| ESGE iShares Inc. iShares ESG Awar | 1.75% | 1,728 | $58K | Reduce -7.8% |
| EFA iShares MSCI Eafe ETF | 1.68% | 711 | $56K | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 1.38% | 210 | $46K | No change |
| BIV Vanguard Intermediate-Term B | 1.31% | 581 | $43K | No change |
| EEM iShares MSCI Emerging Market | 0.53% | 412 | $18K | No change |
| VGIT Vanguard Intermediate-Term T | 0.16% | 89 | $5K | No change |
| MUB iShares National Muni Bond E | 0.12% | 36 | $4K | Add +80.0% |
Portfolio Sells Q1 2024 → Q2 2024
| SUB iShares Short-Term National | Reduce -36.8% | 3.67% | −2.21 |
| BSV Vanguard Short-Term Bond ETF | Reduce -17.5% | 2.13% | −0.48 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.6% | 6.96% | −0.22 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -7.8% | 1.75% | −0.09 |
| GERN Geron Corp. | Sold out | 0.00% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -0.4% | 29.38% | +0.63 |
Portfolio Buys Q1 2024 → Q2 2024
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 |