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Latest WIT, LLC Stock Portfolio

$6.26Billion | No. of Holdings #24

WIT, LLC Performance

2026 Q2+9.81%
YTD+11.12%
2025-32.74%

About WIT, LLC and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, WIT, LLC reported an equity portfolio of $6.3 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 36.8% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 22.4% of portfolio in ISHARES INC. <br><br> They significantly reduced their stock positions in ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and ISHARES INC (EMGF). WIT, LLC opened new stock positions in ISHARES TR (IJR) and CROWDSTRIKE HLDGS INC (CRWD). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD SCOTTSDALE FDS (BNDW), VANGUARD INSTL INDEX FD and ISHARES TR (AAXJ).
WIT, LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$6.26Billion
  as of Aug 14, 2026

WIT, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that WIT, LLC made a return of 9.81% in the last quarter. In trailing 12 months, it's portfolio return was 20.63%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
ishares tr53,081,300
crowdstrike hldgs inc1,383,570
New stocks bought by WIT, LLC

Additions

Ticker% Inc.
vanguard scottsdale fds5,839
vanguard instl index fd107
vanguard scottsdale fds103
ishares tr16.2
vanguard intl equity index f9.33
ishares inc4.42
Additions to existing portfolio by WIT, LLC

Reductions

Ticker% Reduced
ishares tr-70.8
vanguard index fds-19.36
ishares inc-12.79
vanguard index fds-3.11
vanguard intl equity index f-2.89
vanguard tax-managed fds-1.77
vanguard index fds-1.45
vanguard bd index fds-1.28
WIT, LLC reduced stake in above stock

Sold off

None of the stocks were completely sold off by WIT, LLC

Sector Distribution

WIT, LLC has about 100% of it's holdings in Others sector.

  • Others
Sector%
Others100

Market Cap. Distribution

WIT, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.

  • UNALLOCATED
Category%
UNALLOCATED100

Stocks belong to which Index?

About 0% of the stocks held by WIT, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • Others
Index%
Others100
Top 5 Winners (%)%
IJR
ishares tr
20.5 %
EMGF
ishares inc
19.0 %
EMGF
ishares inc
18.3 %
AGT
ishares tr
15.7 %
VB
vanguard index fds
14.8 %
Top 5 Winners ($)$
VEU
vanguard intl equity index f
221.2 M
EMGF
ishares inc
217.2 M
VEA
vanguard tax-managed fds
48.7 M
EMGF
ishares inc
44.7 M
VB
vanguard index fds
29.7 M
Top 5 Losers (%)%
ishares bitcoin trust etf
-13.3 %
BIV
vanguard bd index fds
-0.6 %
AAXJ
ishares tr
-0.6 %
BIV
vanguard bd index fds
-0.6 %
BNDW
vanguard scottsdale fds
-0.5 %
Top 5 Losers ($)$
AAXJ
ishares tr
-1.7 M
BNDW
vanguard scottsdale fds
-1.4 M
BIV
vanguard bd index fds
-1.0 M
BNDW
vanguard scottsdale fds
-0.6 M
ishares bitcoin trust etf
-0.4 M

WIT, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WIT, LLC

WIT, LLC has 24 stocks in it's portfolio. About 92.2% of the portfolio is in top 10 stocks. AAXJ proved to be the most loss making stock for the portfolio. VEU was the most profitable stock for WIT, LLC last quarter.

$6.26BTotal Value
24.00Positions
14 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of WIT, LLC, last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WIT, LLC's holding in Ishares Tr over time
1.24%661,074
$77.64M
1.24%
decreased 70.8 percentreduced
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WIT, LLC's holding in Ishares Tr over time
0.71%418,588
$44.57M
0.71%
unchanged 0 percentunchanged
AAXJ
Ishares Tr

Ishares Tr

AAXJ
WIT, LLC's holding in Ishares Tr over time
0.13%76,599
$8.24M
0.13%
increased 16.2 percentadded
AGT
Ishares Tr

Ishares Tr

AGT
WIT, LLC's holding in Ishares Tr over time
0.05%32,336
$3.32M
0.05%
unchanged 0 percentunchanged
AGT
Ishares Tr

Ishares Tr

AGT
WIT, LLC's holding in Ishares Tr over time
0.03%12,474
$2.04M
0.03%
unchanged 0 percentunchanged
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
WIT, LLC's holding in Vanguard Bd Index Fds over time
2.47%1,981,760
$154.40M
2.47%
decreased 1.28 percentreduced
BIV
Vanguard Bd Index Fds

Vanguard Bd Index Fds

BIV
WIT, LLC's holding in Vanguard Bd Index Fds over time
1.05%861,173
$66.05M
1.05%
unchanged 0 percentunchanged
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WIT, LLC's holding in Vanguard Scottsdale Fds over time
4.62%4,902,360
$289.14M
4.62%
increased 5839.8 percentadded
BNDW
Vanguard Scottsdale Fds

Vanguard Scottsdale Fds

BNDW
WIT, LLC's holding in Vanguard Scottsdale Fds over time
2.25%2,425,180
$141.15M
2.25%
increased 103.85 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
WIT, LLC's holding in Ishares Inc over time
22.43%16,950,800
$1.40B
22.43%
increased 4.42 percentadded
EMGF
Ishares Inc

Ishares Inc

EMGF
WIT, LLC's holding in Ishares Inc over time
3.95%4,518,910
$247.14M
3.95%
decreased 12.79 percentreduced
FNDA
Schwab Strategic Tr

Schwab Strategic Tr

FNDA
WIT, LLC's holding in Schwab Strategic Tr over time
0.4%786,995
$24.96M
0.4%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
WIT, LLC's holding in Ishares Tr over time
0.85%357,908
$53.08M
0.85%
new position
IJR
Ishares Tr

Ishares Tr

IJR
WIT, LLC's holding in Ishares Tr over time
0.81%491,177
$51.02M
0.81%
unchanged 0 percentunchanged
IJR
Ishares Tr

Ishares Tr

IJR
WIT, LLC's holding in Ishares Tr over time
0.45%412,144
$28.19M
0.45%
unchanged 0 percentunchanged
VB
Vanguard Index Fds

Vanguard Index Fds

VB
WIT, LLC's holding in Vanguard Index Fds over time
3.62%330,403
$226.92M
3.62%
decreased 1.45 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
WIT, LLC's holding in Vanguard Index Fds over time
1.03%213,076
$64.58M
1.03%
decreased 19.36 percentreduced
VB
Vanguard Index Fds

Vanguard Index Fds

VB
WIT, LLC's holding in Vanguard Index Fds over time
0.94%242,389
$58.90M
0.94%
decreased 3.11 percentreduced
VEA
Vanguard Tax-Managed Fds

Vanguard Tax-Managed Fds

VEA
WIT, LLC's holding in Vanguard Tax-Managed Fds over time
7.66%6,727,100
$479.31M
7.66%
decreased 1.77 percentreduced