WL
| |
WIT, LLC13F | |
| WIT, LLC | |
| Last update 2025-05-15 | 14 Stocks (1 new) |
| Value $3.51 Bil | Turnover 11 % |
WIT, LLC Top Holdings of 2025-03-31
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 | 34,426,724 | 1,558,153.5 | +3.60% | 44.400 | +1.54% | 1.950 | +15.39% | +13.04% | 84,631.0 | ||
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 16,491,784 | 890,061.6 | -8.83% | 25.360 | -2.67% | 1.070 | +17.68% | +16.42% | 95,715.8 | ||
VB | Vanguard Small Cap ETF | 2,248,394 | 265,614.0 | +154.40% | 7.570 | +4.59% | 0.850 | +18.12% | +1.59% | 60,849.6 | ||
VEA | Vanguard FTSE Developed Markets ETF | 4,020,934 | 204,384.1 | 0% | 5.820 | 0% | 0.150 | +16.01% | +20.43% | 157,306.4 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 4,802,548 | 167,849.0 | +173.33% | 4.780 | +3.03% | 3.480 | +1.71% | +3.84% | 15,239.1 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 839,603 | 68,620.8 | +18.10% | 1.960 | +0.30% | 0.280 | +2.85% | +4.31% | 23,003.9 | ||
BSV | Vanguard Short-Term Bond ETF | 844,643 | 66,118.6 | -3.66% | 1.880 | -0.08% | 0.190 | +1.58% | +3.15% | 38,396.2 | ||
MUB | iShares National Muni Bond ETF | 300,008 | 60,111.9 | +2.98% | 1.710 | +0.05% | 0.080 | +2.43% | -0.88% | 38,400.3 | ||
ESGE | iShares MSCI EM ESG Select ETF | 783,879 | 60,021.6 | 0% | 1.710 | 0% | 0.610 | +18.73% | +18.80% | 5,019.7 | ||
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 484,096 | 55,961.5 | New Holding | 1.590 | +1.59% | 0.720 | +19.72% | +18.23% | 8,798.9 |
WIT, LLC's Historical Top Holdings Breakdowns
WIT, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VB | Vanguard Small Cap ETF | 2025-03-31 | Add Add | +4.59% | 217.89 ($238.81) 252.64 | $242.30 | 1.46% | Add 154.4% | 2,248,394 | 1,364,581 | |
IEI | iShares 3-7 Year Treasury Bond ETF | 2025-03-31 | Add Add | +3.03% | 114.57 ($116.45) 118.14 | $117.95 | 1.29% | Add 173.33% | 4,802,548 | 3,045,465 | |
IEMG |
iShares Core MSCI Emerging Markets ETF
iShares Core MSCI Emerging Markets ETF
| 2025-03-31 | Reduce Reduce | -2.67% | 50.83 ($53.83) 55.94 | $60.06 | 11.57% | Reduce -8.83% | 16,491,784 | -1,596,532 | |
VSS |
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
Vanguard FTSE All-World Ex-US Small Capital Index Fund ETF
| 2025-03-31 | New Buy New Buy | +1.59% | 110.75 ($116.23) 119.78 | $134.58 | 15.79% | New holding | 484,096 | 484,096 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2025-03-31 | Add Add | +1.54% | 42.5 ($45.01) 46.71 | $49.59 | 10.18% | Add 3.6% | 34,426,724 | 1,196,013 | |
BIV | Vanguard Intermediate-Term Bond ETF | 2025-03-31 | Add Add | +0.30% | 73.78 ($75.44) 76.59 | $76.41 | 1.29% | Add 18.1% | 839,603 | 128,679 | |
BSV | Vanguard Short-Term Bond ETF | 2025-03-31 | Reduce Reduce | -0.08% | 76.94 ($77.63) 78.28 | $78.22 | 0.76% | Reduce -3.66% | 844,643 | -32,090 | |
MUB | iShares National Muni Bond ETF | 2025-03-31 | Add Add | +0.05% | 104.71 ($106.35) 107.68 | $103.95 | -2.26% | Add 2.98% | 300,008 | 8,677 | |
EFA | iShares MSCI EAFE ETF | 2025-03-31 | Reduce Reduce | -0.04% | 74.85 ($80.6) 84.89 | $88.95 | 10.36% | Reduce -2.86% | 418,588 | -12,321 | |
VGIT |
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
| 2025-03-31 | Reduce Reduce | 0% | 57.44 ($58.5) 59.4 | $59.15 | 1.11% | Reduce -1.94% | 86,788 | -1,713 |
WIT, LLC Total Holding History ($B)
WIT, LLC's Asset Allocation
WIT, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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WIT, LLC's Hypothetical Growth since 2025-03-31
WIT, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WIT, LLC's Holdings Heat Map
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WIT, LLC's Holdings Bubble Chart
WIT, LLC News
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