Latest WIT, LLC Stock Portfolio
$5.30Billion | No. of Holdings #22
WIT, LLC Performance
2026 Q1+1.19%
YTD+1.19%
2025-32.74%
About WIT, LLC and 13F Hedge Fund Stock Holdings
On 2026-05-15, the fund reported it's updated stock portfolio. In the 13F Holdings report, WIT, LLC reported an equity portfolio of $5.3 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 40.6% of it's portfolio in VANGUARD INTL EQUITY INDEX F and 21.4% of portfolio in ISHARES INC. <br><br> They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), VANGUARD TAX-MANAGED FDS (VEA) and VANGUARD INTL EQUITY INDEX F (VEU). WIT, LLC opened new stock positions in VANGUARD INSTL INDEX FD and VANGUARD SCOTTSDALE FDS (BNDW). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD BD INDEX FDS (BIV), ISHARES INC (EMGF) and ISHARES TR (AAXJ).
WIT, LLC Equity Portfolio Value
Last Reported on: 15 May, 2026
$5.30Billion
as of May 15, 2026WIT, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that WIT, LLC made a return of 1.19% in the last quarter. In trailing 12 months, it's portfolio return was 26.71%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard instl index fd | 200,278,000 |
| vanguard scottsdale fds | 69,643,000 |
New stocks bought by WIT, LLC
Additions
| Ticker | % Inc. |
|---|---|
| vanguard bd index fds | 78.89 |
| ishares inc | 12.61 |
| vanguard bd index fds | 9.86 |
| ishares tr | 8.37 |
| ishares tr | 6.36 |
Additions to existing portfolio by WIT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -12.41 |
| vanguard tax-managed fds | -8.58 |
| vanguard intl equity index f | -3.13 |
| ishares inc | -0.71 |
| vanguard index fds | -0.05 |
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 | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
WIT, LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
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 | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| FNDA | schwab strategic tr | 11.8 % |
| IJR | ishares tr | 3.8 % |
| EMGF | ishares inc | 3.8 % |
| EMGF | ishares inc | 2.8 % |
| VB | vanguard index fds | 2.6 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| EMGF | ishares inc | 41.2 M |
| VEU | vanguard intl equity index f | 11.7 M |
| VEA | vanguard tax-managed fds | 11.5 M |
| EMGF | ishares inc | 6.4 M |
| FNDA | schwab strategic tr | 2.6 M |
| Top 5 Losers (%) | % | |
|---|---|---|
ishares bitcoin trust etf | -22.6 % | |
| AGT | ishares tr | -5.1 % |
| VB | vanguard index fds | -4.4 % |
| AAXJ | ishares tr | -0.9 % |
| BIV | vanguard bd index fds | -0.9 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -10.6 M |
| AAXJ | ishares tr | -1.6 M |
ishares bitcoin trust etf | -0.9 M | |
| BIV | vanguard bd index fds | -0.6 M |
| BIV | vanguard bd index fds | -0.6 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 22 stocks in it's portfolio. About 93.4% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. EMGF was the most profitable stock for WIT, LLC last quarter.
$5.30BTotal Value
22.00Positions
15 May, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAXJ Ishares TrIshares TrAAXJ | 5.07% | 2,263,920 | $268.50M 5.07% | 8.37%increased 8.37 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.84% | 418,588 | $44.58M 0.84% | 0%unchanged 0 percentunchanged | |
AAXJ Ishares TrIshares TrAAXJ | 0.13% | 65,922 | $7.00M 0.13% | 6.36%increased 6.36 percentadded | |
 AGT Ishares TrIshares TrAGT | 0.06% | 32,336 | $3.09M 0.06% | 0%unchanged 0 percentunchanged | |
AGT Ishares TrIshares TrAGT | 0.03% | 12,474 | $1.76M 0.03% | 0%unchanged 0 percentunchanged | |
 BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 2.97% | 2,007,420 | $157.40M 2.97% | 78.89%increased 78.89 percentadded | |
BIV Vanguard Bd Index FdsVanguard Bd Index FdsBIV | 1.25% | 861,173 | $66.47M 1.25% | 9.86%increased 9.86 percentadded | |
 BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 1.31% | 1,189,670 | $69.64M 1.31% | Newnew position | |
BNDW Vanguard Scottsdale FdsVanguard Scottsdale FdsBNDW | 0.09% | 82,534 | $4.91M 0.09% | 0%unchanged 0 percentunchanged | |
 EMGF Ishares IncIshares IncEMGF | 21.37% | 16,233,800 | $1.13B 21.37% | 0.71%decreased 0.71 percentreduced | |
EMGF Ishares IncIshares IncEMGF | 4.45% | 5,181,760 | $235.61M 4.45% | 12.61%increased 12.61 percentadded | |
 FNDA Schwab Strategic TrSchwab Strategic TrFNDA | 0.46% | 786,995 | $24.14M 0.46% | 0%unchanged 0 percentunchanged | |
 IJR Ishares TrIshares TrIJR | 0.9% | 491,177 | $47.71M 0.9% | 0%unchanged 0 percentunchanged | |
IJR Ishares TrIshares TrIJR | 0.44% | 412,144 | $23.41M 0.44% | 0%unchanged 0 percentunchanged | |
 VB Vanguard Index FdsVanguard Index FdsVB | 3.78% | 335,259 | $200.33M 3.78% | 12.41%decreased 12.41 percentreduced | |
VB Vanguard Index FdsVanguard Index FdsVB | 1.31% | 264,221 | $69.20M 1.31% | 0.05%decreased 0.05 percentreduced | |
VB Vanguard Index FdsVanguard Index FdsVB | 1.03% | 250,167 | $54.35M 1.03% | 0%unchanged 0 percentunchanged | |
 VEA Vanguard Tax-Managed FdsVanguard Tax-Managed FdsVEA | 8.28% | 6,848,140 | $438.83M 8.28% | 8.58%decreased 8.58 percentreduced | |
 VEU Vanguard Intl Equity Index FVanguard Intl Equity Index FVEU | 40.58% | 39,788,300 | $2.15B 40.58% | 3.13%decreased 3.13 percentreduced | |
VEU Vanguard Intl Equity Index FVanguard Intl Equity Index FVEU | 1.81% | 658,548 | $96.01M 1.81% | 0%unchanged 0 percentunchanged | |