# WIT, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1840025. Source: https://holderbook.com/funds/1840025-wit-llc/

- Reported value: $6.3B
- Positions: 24
- Weight of the ten largest: 92.2%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $2.3B | 38,637,529 | 36.8% | 23 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $1.4B | 16,950,847 | 22.4% | 22 |
| VANGUARD TAX-MANAGED FDS | [VEA](https://holderbook.com/stocks/VEA/) | $479.3M | 6,727,096 | 7.7% | 23 |
| VANGUARD INSTL INDEX FD | [VBIL](https://holderbook.com/stocks/VBIL/) | $415.0M | 5,483,220 | 6.6% | 2 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $289.1M | 4,902,356 | 4.6% | 12 |
| ISHARES INC | [ESGE](https://holderbook.com/stocks/ESGE/) | $247.1M | 4,518,911 | 3.9% | 21 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $226.9M | 330,403 | 3.6% | 10 |
| VANGUARD BD INDEX FDS | [BSV](https://holderbook.com/stocks/BSV/) | $154.4M | 1,981,763 | 2.5% | 23 |
| VANGUARD SCOTTSDALE FDS | [VGSH](https://holderbook.com/stocks/VGSH/) | $141.1M | 2,425,179 | 2.3% | 2 |
| VANGUARD INTL EQUITY INDEX F | [VSS](https://holderbook.com/stocks/VSS/) | $111.1M | 719,961 | 1.8% | 6 |
| ISHARES TR | [IEI](https://holderbook.com/stocks/IEI/) | $77.6M | 661,074 | 1.2% | 10 |
| VANGUARD BD INDEX FDS | [BIV](https://holderbook.com/stocks/BIV/) | $66.1M | 861,173 | 1.1% | 10 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $64.6M | 213,076 | 1.0% | 23 |
| VANGUARD INDEX FDS | [VBR](https://holderbook.com/stocks/VBR/) | $58.9M | 242,389 | 0.9% | 5 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $53.1M | 357,908 | 0.8% | 1 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $51.0M | 491,177 | 0.8% | 23 |
| ISHARES TR | [SUB](https://holderbook.com/stocks/SUB/) | $44.6M | 418,588 | 0.7% | 5 |
| ISHARES TR | [EEM](https://holderbook.com/stocks/EEM/) | $28.2M | 412,144 | 0.5% | 23 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $25.0M | 786,995 | 0.4% | 5 |
| ISHARES TR | [MUB](https://holderbook.com/stocks/MUB/) | $8.2M | 76,599 | 0.1% | 11 |
| ISHARES TR | [ESGD](https://holderbook.com/stocks/ESGD/) | $3.3M | 32,336 | 0.1% | 3 |
| ISHARES BITCOIN TRUST ETF | [IBIT](https://holderbook.com/stocks/IBIT/) | $2.7M | 80,970 | 0.0% | 3 |
| ISHARES TR | [ESGU](https://holderbook.com/stocks/ESGU/) | $2.0M | 12,474 | 0.0% | 3 |
| CROWDSTRIKE HLDGS INC | [CRWD](https://holderbook.com/stocks/CRWD/) | $1.4M | 1,813 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.2% | +14.8% | -3.7% | 100% |
| Q1 2026 | +1.3% | -4.6% | +5.9% | 100% |
| Q4 2025 | +0.5% | +2.4% | -1.8% | 100% |
| Q3 2025 | +8.1% | +7.8% | +0.2% | 100% |
| Q2 2025 | +8.1% | +10.5% | -2.3% | 116% |
| Q1 2025 | +2.3% | -4.6% | +6.9% | 106% |
| Q3 2024 | +7.6% | +5.4% | +2.2% | 100% |
| Q2 2024 | +3.1% | +4.0% | -1.0% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $6.3B | 24 |
| Q1 2026 | $5.3B | 22 |
| Q4 2025 | $5.0B | 20 |
| Q3 2025 | $4.4B | 18 |
| Q2 2025 | $4.0B | 18 |
| Q1 2025 | $3.5B | 14 |
| Q4 2024 | $3.1B | 13 |
| Q3 2024 | $3.5B | 13 |
| Q2 2024 | $3.3B | 14 |
| Q1 2024 | $3.3B | 15 |
| Q4 2023 | $2.6B | 17 |
| Q3 2023 | $3.5B | 14 |