Wit, LLC Portfolio Holdings

Wit, LLC

  • $4.06 Billion
  • Q1 2025

Wit, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $4.06 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Ftse Emerging Mkts Et with a value of $1.56B, Ishares Inc with a value of $885M, Ishares Barclays 3 7 Yr Treas with a value of $567M, Vanguard Small Cap ETF with a value of $499M, and Vanguard Ftse Developed Market with a value of $204M.

Examining the 13F form we can see an increase of $739M in the current position value, from $3.32B to 4.06B.

Wit, LLC is based out at District Of Columbia, DC

Below you can find more details about Wit, LLC portfolio as well as his latest detailed transactions.

Portfolio value $4.06 Billion
ETFs: $4.06 Billion

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.56 Billion 38.37% of portfolio
34,426,724
Q1 2025 Added 3.6%
$0
$885 Million 21.78% of portfolio
16,491,784
Q1 2025 Reduced 8.83%
$0
$567 Million 13.97% of portfolio
4,802,548
Q1 2025 Added 173.33%
$0
$499 Million 12.28% of portfolio
2,248,394
Q1 2025 Added 154.4%
$0
$204 Million 5.03% of portfolio
4,020,934
Q4 2024 Added 99,898.36%
$0
$66.1 Million 1.63% of portfolio
844,643
Q1 2025 Reduced 3.66%
$0
$64.3 Million 1.58% of portfolio
839,603
Q1 2025 Added 18.1%
$0
$56 Million 1.38% of portfolio
484,096
Q1 2025 New
$0
$45.1 Million 1.11% of portfolio
87,844
Q4 2024 Added 99,722.73%
$0
$34.2 Million 0.84% of portfolio
418,588
Q1 2025 Reduced 2.86%
$0
$31.6 Million 0.78% of portfolio
300,008
Q1 2025 Added 2.98%
$0
$27.4 Million 0.67% of portfolio
783,879
Q4 2024 Added 99,884.57%
$0
$18 Million 0.44% of portfolio
412,144
Q4 2024 Added 99,934.95%
$0
$5.16 Million 0.13% of portfolio
86,788
Q1 2025 Reduced 1.94%

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $4.06 Billion
  • Prior Value $3.32 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 5 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
Track This Portfolio

Track Wit, LLC Portfolio

Follow Wit, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wit, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wit, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email