Institutional
WIT, LLC
CIK 0001840025
$5.30B
Reported AUM
22
Positions
Q1 2026
Period
2026-05-15
Filed
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VWO | VANGUARD INTL EQUITY INDEX F | $57.62 | 1.23% | 17.90% | 27.36% | $2.15B | 40.58% | — | HELD |
| 2 | IEMG | ISHARES INC | $75.75 | 2.16% | 26.95% | 33.80% | $1.13B | 21.37% | — | HELD |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $70.11 | 1.68% | 26.64% | 53.50% | $438.8M | 8.28% | — | HELD |
| 4 | IEI | ISHARES TR | $116.70 | 0.11% | 1.24% | 0.59% | $268.5M | 5.07% | — | HELD |
| 5 | ESGE | ISHARES INC | $50.08 | 2.09% | 29.55% | 30.71% | $235.6M | 4.45% | — | HELD |
| 6 | VOO | VANGUARD INDEX FDS | $676.22 | 0.83% | 18.74% | 73.44% | $200.3M | 3.78% | — | HELD |
| 7 | VBIL | VANGUARD INSTL INDEX FD | $75.69 | 0.00% | 3.78% | 5.28% | $200.3M | 3.78% | — | HELD |
| 8 | BSV | VANGUARD BD INDEX FDS | $77.65 | 0.05% | 2.41% | 8.45% | $157.4M | 2.97% | — | HELD |
| 9 | VSS | VANGUARD INTL EQUITY INDEX F | $148.96 | 0.82% | 14.46% | 22.87% | $96.0M | 1.81% | — | HELD |
| 10 | VGSH | VANGUARD SCOTTSDALE FDS | $58.14 | 0.04% | 2.62% | 9.75% | $69.6M | 1.31% | — | HELD |
| 11 | VB | VANGUARD INDEX FDS | $295.02 | 0.69% | 25.00% | 39.48% | $69.2M | 1.31% | — | HELD |
| 12 | BIV | VANGUARD BD INDEX FDS | $75.71 | 0.13% | 1.49% | -0.98% | $66.5M | 1.25% | — | HELD |
| 13 | VBR | VANGUARD INDEX FDS | $246.99 | 0.81% | 28.14% | 56.49% | $54.3M | 1.03% | — | HELD |
| 14 | EFA | ISHARES TR | $104.95 | 1.53% | 22.48% | 50.05% | $47.7M | 0.90% | — | HELD |
| 15 | SUB | ISHARES TR | $106.04 | 0.01% | 1.74% | 7.16% | $44.6M | 0.84% | — | HELD |
| 16 | SCHD | SCHWAB STRATEGIC TR | $33.33 | -1.46% | 32.95% | 56.13% | $24.1M | 0.46% | — | HELD |
| 17 | EEM | ISHARES TR | $62.46 | 2.28% | 29.18% | 31.06% | $23.4M | 0.44% | — | HELD |
| 18 | MUB | ISHARES TR | $105.74 | -0.03% | 4.61% | 3.09% | $7.0M | 0.13% | — | HELD |
| 19 | VGIT | VANGUARD SCOTTSDALE FDS | $58.49 | 0.10% | 1.25% | -0.79% | $4.9M | 0.09% | — | HELD |
| 20 | IBIT | ISHARES BITCOIN TRUST ETF | $36.61 | 1.69% | -43.94% | 1.64% | $3.1M | 0.06% | — | HELD |
| 21 | ESGD | ISHARES TR | $104.04 | 1.48% | 21.92% | 47.78% | $3.1M | 0.06% | — | HELD |
| 22 | ESGU | ISHARES TR | $161.33 | 0.91% | 18.87% | 64.46% | $1.8M | 0.03% | — | HELD |
Source: SEC EDGAR · accession 0001104659-26-061720. 13F discloses long positions only — shorts, foreign equities, and options are excluded.