Latest WIT, LLC Stock Portfolio
$3.28Billion
Equity Portfolio Value
Last Reported on: 15 May, 2024
About WIT, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WIT, LLC reported an equity portfolio of $3.3 Billions as of 31 Mar, 2024.
The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 41.5% of it's portfolio in VANGUARD INTL EQUITY INDEX FUND and 28.8% of portfolio in ISHARES INC.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VOO) and MADRIGAL PHARMACEUTICALS INC (MDGL) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VOO). WIT, LLC opened new stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AAXJ) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF) and VANGUARD INTL EQUITY INDEX FUND (VEU).
The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 41.5% of it's portfolio in VANGUARD INTL EQUITY INDEX FUND and 28.8% of portfolio in ISHARES INC.
The fund managers got completely rid off VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INDEX FDS (VOO) and MADRIGAL PHARMACEUTICALS INC (MDGL) stocks. They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD BD INDEX FDS (BIV) and VANGUARD INDEX FDS (VOO). WIT, LLC opened new stock positions in VANGUARD INDEX FDS (VOO), ISHARES TR (AAXJ) and VANGUARD BD INDEX FDS (BIV). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES INC (EMGF) and VANGUARD INTL EQUITY INDEX FUND (VEU).
New Buys
| Ticker | $ Bought |
|---|---|
| VANGUARD INDEX FDS | 124,665,000 |
| ISHARES TR | 101,876,000 |
| VANGUARD BD INDEX FDS | 43,780,300 |
| GERON CORP | 1,524,210 |
New stocks bought by WIT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| ISHARES INC | 110 |
| ISHARES INC | 42.05 |
| VANGUARD INTL EQUITY INDEX FUND | 14.61 |
Additions to existing portfolio by WIT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ISHARES TR | -37.5 |
| VANGUARD BD INDEX FDS | -25.33 |
| VANGUARD INDEX FDS | -20.15 |
| VANGUARD TAX-MANAGED INTL FD | -5.73 |
| ISHARES TR | -4.95 |
WIT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| VANGUARD SCOTTSDALE FDS | -27,237,100 |
| VANGUARD INDEX FDS | -13,643,000 |
| MADRIGAL PHARMACEUTICALS INC | -8,155,680 |
| SPDR SER TR | -2,394,780 |
| UIPATH INC | -337,576 |
| CROWDSTRIKE HLDGS INC | -551,236 |
WIT, LLC got rid off the above stocks
Current Stock Holdings of WIT, LLC
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAXJ | ISHARES TR | 5.88 | 1,845 | 193,260,000 | REDUCED | -4.95 | |
| AAXJ | ISHARES TR | 3.10 | 880 | 101,876,000 | NEW | ||
| AAXJ | ISHARES TR | 0.07 | 20.00 | 2,198,050 | REDUCED | -37.5 | |
| AGG | ISHARES TR | 1.73 | 711 | 56,774,400 | UNCHANGED | 0.00 | |
| AGG | ISHARES TR | 0.52 | 412 | 16,930,900 | UNCHANGED | 0.00 | |
| BIL | SPDR SER TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIV | VANGUARD BD INDEX FDS | 2.61 | 1,117 | 85,673,500 | REDUCED | -25.33 | |
| BIV | VANGUARD BD INDEX FDS | 1.33 | 581 | 43,780,300 | NEW | ||
| BNDW | VANGUARD SCOTTSDALE FDS | 0.16 | 89.00 | 5,181,730 | UNCHANGED | 0.00 | |
| BNDW | VANGUARD SCOTTSDALE FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CRWD | CROWDSTRIKE HLDGS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| EMGF | ISHARES INC | 28.75 | 18,303 | 944,417,000 | ADDED | 42.05 | |
| EMGF | ISHARES INC | 1.84 | 1,874 | 60,384,400 | ADDED | 110 | |
| GERN | GERON CORP | 0.05 | 462 | 1,524,210 | NEW | ||
| MDGL | MADRIGAL PHARMACEUTICALS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| PATH | UIPATH INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| VEA | VANGUARD TAX-MANAGED INTL FD | 7.19 | 4,706 | 236,081,000 | REDUCED | -5.73 | |
| VEU | VANGUARD INTL EQUITY INDEX FUND | 41.52 | 32,654 | 1,363,960,000 | ADDED | 14.61 | |
| VOO | VANGUARD INDEX FDS | 3.80 | 259 | 124,665,000 | NEW | ||
| VOO | VANGUARD INDEX FDS | 1.46 | 210 | 48,015,800 | REDUCED | -20.15 | |
| VOO | VANGUARD INDEX FDS | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 |