WIT, LLC

CIK: 0001840025SEC EDGAR →

Portfolio Value

$5.0T

Holdings

20

As of

Q4 2025

New Positions

0

Closed Positions

0

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

VANGUARD INTL EQUITY INDEX FUND

41,074,353$2.2T
44.26%
2

ISHARES INC

16,350,665$1.1T
22.03%
3

VANGUARD TAX-MANAGED INTL FD

7,490,656$467.9B
9.38%
4

ISHARES TR

2,089,070$249.3B
5.00%
5

VANGUARD INDEX FDS

382,779$240.1B
4.81%
6

ISHARES INC

4,601,324$203.2B
4.07%
7

VANGUARD INTL EQUITY INDEX F

658,548$94.4B
1.89%
8

VANGUARD BD INDEX FDS

1,122,162$88.4B
1.77%
9

VANGUARD INDEX FDS

264,352$68.2B
1.37%
10

VANGUARD BD INDEX FDS

783,879$61.0B
1.22%

Quarterly Changes

Top Buys

VEA↑ Increased
$230.4B
VOO↑ Increased
$182.8B
VWO↑ Increased
$127.5B
IEI↑ Increased
$6.8B
ESGE↑ Increased
$4.0B

Top Sells

IEMG↓ Decreased
$10.2B
CRWDCLOSED
$893.0M

New Positions (3)

$4.0B · 81K shares
$3.1B · 32K shares
$1.9B · 12K shares

Closed Positions (1)

$893.0M · 2K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services20$5.0T100.0%