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WIT, LLC

Q4 2025 · Filed 2026-02-17
Market Value
$5.0B
+13.0%
Holdings
21
+3
New Purchases
3
Added To
6
Closed
1
Reduced
1
Top 10 Concentration
95.8%
Turnover
19.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VEA 9.38% 5.38% +4.00% $468M
VOO 4.81% 1.30% +3.51% $240M
IBIT 0.08% 0.00% +0.08% $4M
ESGD 0.06% 0.00% +0.06% $3M
ESGU 0.04% 0.00% +0.04% $2M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
VWO 44.26% 47.13% -2.87% $2.2B
IEMG 22.03% 24.66% -2.64% $1.1B
IEI 5.00% 5.49% -0.50% $249M
ESGE 4.07% 4.51% -0.44% $203M
VSS 1.89% 2.13% -0.23% $94M
BSV 1.77% 2.01% -0.23% $88M
BIV 1.22% 1.39% -0.16% $61M
VB 1.37% 1.50% -0.13% $68M
VBR 1.06% 1.18% -0.12% $53M
SUB 0.90% 1.01% -0.12% $45M
EFA 0.95% 1.04% -0.09% $47M
SCHD 0.43% 0.49% -0.05% $22M
EEM 0.45% 0.50% -0.05% $23M
CRWD 0.00% 0.02% -0.02% $0
MUB 0.13% 0.15% -0.02% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 2 $708M 14.2%
Large Cap 18 $4.1B 81.7%
Mid Cap 1 $203M 4.1%

Portfolio Analytics

Avg Market Cap
$152.3B
Median Market Cap
$60.6B
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.94
# Stocks
1
# ETFs / Funds
20

Top Holdings (21 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 VWO 44.26% 41,074,353 $2.2B $53.76 $128M +2,671,801 +7.0%
2 IEMG 22.03% 16,350,665 $1.1B $67.22 $10M -167,015 -1.0%
3 VEA 9.38% 7,490,656 $468M $62.47 $230M +3,526,251 +89.0%
4 IEI 5.00% 2,089,070 $249M $119.35 $7M +59,373 +2.9%
5 VOO 4.81% 382,779 $240M $627.13 $183M +289,303 +309.5%
6 ESGE 4.07% 4,601,324 $203M $44.17 $4M +13,123 +0.3%
7 VSS 1.89% 658,548 $94M $143.33 $514K
8 BSV 1.77% 1,122,162 $88M $78.81 -$112K
9 VB 1.37% 264,352 $68M $257.95 $2M +3,797 +1.5%
10 BIV 1.22% 783,879 $61M $77.88 -$165K
11 VBR 1.06% 250,167 $53M $211.79 $771K
12 EFA 0.95% 491,177 $47M $96.03 $1M
13 SUB 0.90% 418,588 $45M $106.70 -$33K
14 EEM 0.45% 412,144 $23M $54.71 $540K
15 SCHD 0.43% 786,995 $22M $27.43 $102K
16 MUB 0.13% 61,978 $7M $107.11 $38K
17 VGIT 0.10% 82,534 $5M $59.93 -$8K
18 IBIT 0.08% 80,970 $4M $49.65 +80,970 NEW
19 ESGD 0.06% 32,336 $3M $95.09 +32,336 NEW
20 ESGU 0.04% 12,474 $2M $148.98 +12,474 NEW
21 CRWD —% -$893K -1,821 -100.0% SOLD

New Positions

SymbolValue% Port
IBIT $4M 0.08%
ESGD $3M 0.06%
ESGU $2M 0.04%

Sold Out Positions

SymbolValue% Port
CRWD —%
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