Latest WIT, LLC Stock Portfolio
$5.30Billion– No. of Holdings #22
WIT, LLC Performance:
2026 Q1: 1.19%YTD: 1.19%2025: -32.74%
Performance for 2026 Q1 is 1.19%, and YTD is 1.19%, and 2025 is -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.
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.
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).
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.
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
WIT, 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
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 | 11.8 % | |
| IJR | 3.8 % | |
| EMGF | 3.8 % | |
| EMGF | 2.8 % | |
| VB | 2.6 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| EMGF | 41.2 M | |
| VEU | 11.7 M | |
| VEA | 11.5 M | |
| EMGF | 6.4 M | |
| FNDA | 2.6 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| -22.6 % | ||
| AGT | -5.1 % | |
| VB | -4.4 % | |
| AAXJ | -0.9 % | |
| BIV | -0.9 % | |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | -10.6 M | |
| AAXJ | -1.6 M | |
| -0.9 M | ||
| BIV | -0.6 M | |
| BIV | -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.
Last Reported on: 15 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 5.07 | 2,263,920 | 268,501,000 | added | 8.37 | ||
| AAXJ | ishares tr | 0.84 | 418,588 | 44,579,600 | unchanged | 0.00 | ||
| AAXJ | ishares tr | 0.13 | 65,922 | 6,997,620 | added | 6.36 | ||
| AGT | ishares tr | 0.06 | 32,336 | 3,091,970 | unchanged | 0.00 | ||
| AGT | ishares tr | 0.03 | 12,474 | 1,764,070 | unchanged | 0.00 | ||
| BIV | vanguard bd index fds | 2.97 | 2,007,420 | 157,402,000 | added | 78.89 | ||
| BIV | vanguard bd index fds | 1.25 | 861,173 | 66,465,300 | added | 9.86 | ||
| BNDW | vanguard scottsdale fds | 1.31 | 1,189,670 | 69,643,000 | new | |||
| BNDW | vanguard scottsdale fds | 0.09 | 82,534 | 4,914,900 | unchanged | 0.00 | ||
| EMGF | ishares inc | 21.37 | 16,233,800 | 1,132,300,000 | reduced | -0.71 | ||
| EMGF | ishares inc | 4.45 | 5,181,760 | 235,614,000 | added | 12.61 | ||
| FNDA | schwab strategic tr | 0.46 | 786,995 | 24,145,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.90 | 491,177 | 47,708,000 | unchanged | 0.00 | ||
| IJR | ishares tr | 0.44 | 412,144 | 23,405,700 | unchanged | 0.00 | ||
| VB | vanguard index fds | 3.78 | 335,259 | 200,334,000 | reduced | -12.41 | ||
| VB | vanguard index fds | 1.31 | 264,221 | 69,204,800 | reduced | -0.05 | ||
| VB | vanguard index fds | 1.03 | 250,167 | 54,348,800 | unchanged | 0.00 | ||
| VEA | vanguard tax-managed fds | 8.28 | 6,848,140 | 438,828,000 | reduced | -8.58 | ||
| VEU | vanguard intl equity index f | 40.58 | 39,788,300 | 2,150,560,000 | reduced | -3.13 | ||
| VEU | vanguard intl equity index f | 1.81 | 658,548 | 96,009,700 | unchanged | 0.00 | ||