WL

WIT, LLC

13F
WIT, LLC
Last update 2025-02-14 13 Stocks (0 new)
Value $3.12 Bil Turnover 100 %
Countries:
Top Holdings: VWO(46.90%)IEMG(30.27%)VEA(6.16%)VB(3.27%)BSV(2.17%)
Summary Stock Picks Current Portfolio
WIT, LLC Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VWO 		Vanguard FTSE Emerging Markets ETF
33,230,711
1,463,480.5
+98,777.38%
46.900
+46.85%
1.880
-1.00%
-2.35%
80,969.7
 
IEMG 		iShares Core MSCI Emerging Markets ETF
18,088,316
944,571.9
+93,845.76%
30.270
+30.24%
1.210
-0.90%
-1.36%
79,364.8
 
VEA 		Vanguard FTSE Developed Markets ETF
4,020,934
192,281.1
+99,898.36%
6.160
+6.15%
0.150
+4.37%
+5.48%
146,353.8
 
VB 		Vanguard Small Cap ETF
883,813
102,124.6
+95,035.95%
3.270
+3.27%
0.350
-16.75%
-14.26%
63,162.9
 
BSV 		Vanguard Short-Term Bond ETF
876,733
67,745.2
+99,869.56%
2.170
+2.17%
0.200
+2.09%
+2.20%
33,826.0
 
MUB 		iShares National Muni Bond ETF
291,331
63,785.8
+99,330.38%
2.040
+2.04%
0.080
-1.43%
-1.95%
38,778.8
 
IEI 		iShares 3-7 Year Treasury Bond ETF
1,757,083
58,669.0
+99,904.72%
1.880
+1.88%
1.330
+3.12%
+3.17%
16,067.3
 
ESGE 		iShares MSCI EM ESG Select ETF
783,879
58,579.3
+99,884.57%
1.880
+1.88%
0.610
-0.51%
-0.33%
4,270.3
 
BIV 		Vanguard Intermediate-Term Bond ETF
710,924
53,753.0
+99,889.31%
1.720
+1.72%
0.260
+2.92%
+2.92%
22,350.5
 
VOO 		Vanguard S&P 500 ETF
87,844
47,331.2
+99,722.73%
1.520
+1.52%
0.010
-10.90%
-10.00%
611,967.2
 

WIT, LLC's Historical Top Holdings Breakdowns

WIT, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+46.85%
●
44.04 ($46.45) 49.49
$42.96
-7.51%
Add 98777.38%
33,230,711
33,197,103
IEMG 		iShares Core MSCI Emerging Markets ETF2024-12-31Add
+30.24%
●
52.22 ($55.34) 58.91
$51.51
-6.92%
Add 93845.76%
18,088,316
18,069,062
VEA 		Vanguard FTSE Developed Markets ETF2024-12-31Add
+6.15%
●
47.57 ($50.18) 52.35
$50.21
0.06%
Add 99898.36%
4,020,934
4,016,913
VB 		Vanguard Small Cap ETF2024-12-31Add
+3.27%
●
233.76 ($246.23) 261.58
$205.19
-16.67%
Add 95035.95%
883,813
882,884
BSV 		Vanguard Short-Term Bond ETF2024-12-31Add
+2.17%
●
77.02 ($77.6) 78.56
$78.24
0.82%
Add 99869.56%
876,733
875,856
MUB 		iShares National Muni Bond ETF2024-12-31Add
+2.04%
●
105.78 ($107.42) 108.65
$103.66
-3.50%
Add 99330.38%
291,331
291,038
IEI 		iShares 3-7 Year Treasury Bond ETF2024-12-31Add
+1.88%
●
115.08 ($116.67) 119.4
$118.23
1.34%
Add 99904.72%
1,757,083
1,755,326
ESGE 		iShares MSCI EM ESG Select ETF2024-12-31Add
+1.88%
●
33.39 ($35.26) 37.66
$33.28
-5.62%
Add 99884.57%
783,879
783,095
BIV 		Vanguard Intermediate-Term Bond ETF2024-12-31Add
+1.72%
●
74.5 ($75.99) 78.24
$76.16
0.22%
Add 99889.31%
710,924
710,213
VOO 		Vanguard S&P 500 ETF2024-12-31Add
+1.52%
●
521.84 ($541.94) 558.82
$483.23
-10.83%
Add 99722.73%
87,844
87,756

WIT, LLC Total Holding History ($B)

To

WIT, LLC's Asset Allocation

To

WIT, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

WIT, LLC's Hypothetical Growth since 2024-12-31

WIT, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

WIT, LLC's Holdings Heat Map

Size field:

WIT, LLC's Holdings Bubble Chart

WIT, LLC News

  • 1

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