Wit, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Wit, LLC reported 18 stock positions worth $4.0 billion. Its top holding was Vanguard Ftse Emerging Marke (VWO) at 44.7% of the portfolio, followed by iShares Core MSCI Emerging (IEMG, 24.5%) and iShares 3-7 Year Treasury Bo (IEI, 7.3%). Compared with Q1 2025, it opened 4 new positions, added to 5 and reduced 7. The biggest buy was iShares Inc. iShares ESG Awar (ESGE, shares +485%) and the biggest sale Vanguard Most SM-Cap ETF-Usd (VB, shares −89%).
- Most Recent 13F
- Q2 2026
- Location
- DISTRICT OF COLUMBIA, DC
- CIK
- 0001840025
- Portfolio Value
- $4.0B (Q2 2025)
- SEC Filing
- 0001104659-25-078246 ↗ filed Aug 14, 2025
Holdings Value
Holdings 18 stocks · $4.0B
| VWO Vanguard Ftse Emerging Marke | 44.70% | 36,463,364 | $1.8B | Add +5.9% |
| IEMG iShares Core MSCI Emerging | 24.46% | 16,436,999 | $986.7M | Reduce -0.3% |
| IEI iShares 3-7 Year Treasury Bo | 7.30% | 2,471,852 | $294.4M | Reduce -48.5% |
| VEA Vanguard Ftse Developed ETF | 5.60% | 3,964,405 | $226.0M | Reduce -1.4% |
| ESGE iShares Inc. iShares ESG Awar | 4.45% | 4,588,201 | $179.7M | Add +485.3% |
| VSS Vanguard Ftse All Wo X-US SC | 2.19% | 658,548 | $88.5M | Add +36.0% |
| EFA iShares MSCI Eafe ETF | 1.74% | 783,380 | $70.0M | Add +87.2% |
| BSV Vanguard Short-Term Bond ETF | 1.65% | 844,643 | $66.5M | No change |
| BIV Vanguard Intermediate-Term B | 1.50% | 783,879 | $60.6M | Reduce -6.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.44% | 244,855 | $58.0M | Reduce -89.1% |
| VOO Vanguard S&P 500 ETF | 1.32% | 93,476 | $53.1M | Add +6.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 1.21% | 250,167 | $48.8M | New |
| SUB iShares Short-Term National | 1.10% | 418,588 | $44.5M | New |
| SCHD Schwab US DVD Equity ETF | 0.52% | 786,995 | $20.9M | New |
| EEM iShares MSCI Emerging Market | 0.49% | 412,144 | $19.9M | No change |
| MUB iShares National Muni Bond E | 0.16% | 62,022 | $6.5M | Reduce -79.3% |
| VGIT Vanguard Intermediate-Term T | 0.12% | 82,534 | $4.9M | Reduce -4.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.05% | 3,776 | $1.9M | New |
Portfolio Sells Q1 2025 → Q2 2025
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -89.1% | 1.44% | −6.13 |
| MUB iShares National Muni Bond E | Reduce -79.3% | 0.16% | −1.55 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 24.46% | −0.90 |
| BIV Vanguard Intermediate-Term B | Reduce -6.6% | 1.50% | −0.45 |
| VEA Vanguard Ftse Developed ETF | Reduce -1.4% | 5.60% | −0.22 |
| VGIT Vanguard Intermediate-Term T | Reduce -4.9% | 0.12% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -48.5% | 7.30% | +2.51 |
Portfolio Buys Q1 2025 → Q2 2025
| ESGE iShares Inc. iShares ESG Awar | Add +485.3% | 4.45% | +2.74 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | New | 1.21% | +1.21 |
| SUB iShares Short-Term National | New | 1.10% | +1.10 |
| VSS Vanguard Ftse All Wo X-US SC | Add +36.0% | 2.19% | +0.60 |
| SCHD Schwab US DVD Equity ETF | New | 0.52% | +0.52 |
| EFA iShares MSCI Eafe ETF | Add +87.2% | 1.74% | +0.48 |
| VWO Vanguard Ftse Emerging Marke | Add +5.9% | 44.70% | +0.30 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.05% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +6.4% | 1.32% | +0.03 |
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 |