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WIT, LLC

Q2 2025 · Filed 2025-08-14
Market Value
$4.0B
+15.0%
Holdings
18
+4
New Purchases
4
Added To
5
Closed
0
Reduced
7
Top 10 Concentration
95.0%
Turnover
22.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
ESGE 4.45% 1.71% +2.74% $180M
IEI 7.30% 4.78% +2.51% $294M
VBR 1.21% 0.00% +1.21% $49M
SUB 1.10% 0.00% +1.10% $45M
VSS 2.19% 1.59% +0.60% $89M
SCHD 0.52% 0.00% +0.52% $21M
EFA 1.74% 1.26% +0.48% $70M
VWO 44.70% 44.40% +0.30% $1.8B
CRWD 0.05% 0.00% +0.05% $2M
VOO 1.32% 1.29% +0.03% $53M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VB 1.44% 7.57% -6.13% $58M
MUB 0.16% 1.71% -1.55% $6M
IEMG 24.46% 25.36% -0.90% $987M
BIV 1.50% 1.96% -0.45% $61M
BSV 1.65% 1.88% -0.24% $66M
VEA 5.60% 5.82% -0.22% $226M
VGIT 0.12% 0.15% -0.02% $5M
EEM 0.49% 0.51% -0.02% $20M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $279M 6.9%
Large Cap 15 $3.6B 88.6%
Mid Cap 1 $180M 4.5%

Portfolio Analytics

Avg Market Cap
$172.7B
Median Market Cap
$68.4B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.87
# Stocks
1
# ETFs / Funds
17

Top Holdings (18 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VWO 44.70% 36,463,364 $1.8B $49.46 $245M +2,036,640 +5.9%
2 IEMG 24.46% 16,436,999 $987M $60.03 $97M -54,785 -0.3%
3 IEI 7.30% 2,471,852 $294M $119.09 $127M -2,330,696 -48.5%
4 VEA 5.60% 3,964,405 $226M $57.01 $22M -56,529 -1.4%
5 ESGE 4.45% 4,588,201 $180M $39.17 $120M +3,804,322 +485.3%
6 VSS 2.19% 658,548 $89M $134.39 $33M +174,452 +36.0%
7 EFA 1.74% 783,380 $70M $89.39 $26M +364,792 +87.2%
8 BSV 1.65% 844,643 $66M $78.70 $355K
9 BIV 1.50% 783,879 $61M $77.34 -$8M -55,724 -6.6%
10 VB 1.44% 244,855 $58M $236.98 -$208M -2,003,539 -89.1%
11 VOO 1.32% 93,476 $53M $568.03 $8M +5,632 +6.4%
12 VBR 1.21% 250,167 $49M $195.01 +250,167 NEW
13 SUB 1.10% 418,588 $45M $106.34 +418,588 NEW
14 SCHD 0.52% 786,995 $21M $26.50 +786,995 NEW
15 EEM 0.49% 412,144 $20M $48.24 $2M
16 MUB 0.16% 62,022 $6M $104.48 -$54M -237,986 -79.3%
17 VGIT 0.12% 82,534 $5M $59.81 -$219K -4,254 -4.9%
18 CRWD 0.05% 3,776 $2M $509.31 +3,776 NEW

New Positions

SymbolValue% Port
VBR $49M 1.21%
SUB $45M 1.10%
SCHD $21M 0.52%
CRWD $2M 0.05%
View SEC EDGAR Filings for WIT, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms