WIT, LLC
CIK 1840025 · Holdings on Dec 31, 2024 · First reported Feb 14, 2025
Top ten holdings
Q4 2024- VWO46.90%
- IEMG30.27%
- VEA6.16%
- VB3.27%
- BSV2.17%
- MUB2.04%
- IEI1.88%
- ESGE1.88%
- BIV1.72%
- VOO1.52%
Share classes counted separately97.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- IEIWeight decreased · -47.81 pp49.69% → 1.88%Shares +1.76M (+99904.72%)
- ESGEWeight decreased · -45.84 pp47.72% → 1.88%Shares +783.10K (+99884.57%)
- VWOWeight increased · +45.65 pp1.25% → 46.90%Shares +33.20M (+98777.38%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VWOVANGUARD FTSE EMERGING MARKEFTSE EMR MKT ETF View history and evidence | $1.46B | 46.90% | 33.23M shares | 1.25% → 46.90%+45.65 pp +33.20M (+98777.38%) | Added | ↗▾ |
| 02 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $944.57M | 30.27% | 18.09M shares | 0.83% → 30.27%+29.44 pp +18.07M (+93845.76%) | Added | ↗▾ |
| 03 | VEAVANGUARD FTSE DEVELOPED ETFFTSE DEV MKT ETF View history and evidence | $192.28M | 6.16% | 4.02M shares | 0.16% → 6.16%+6.00 pp +4.02M (+99898.36%) | Added | ↗▾ |
| 04 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $102.12M | 3.27% | 883.81K shares | 0.09% → 3.27%+3.18 pp +882.88K (+95035.95%) | Added | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TERM BOND View history and evidence | $67.75M | 2.17% | 876.73K shares | 0.05% → 2.17%+2.12 pp +875.86K (+99869.56%) | Added | ↗▾ |
| 06 | MUBISHARES NATIONAL MUNI BOND ENATIONAL MUN ETF View history and evidence | $63.79M | 2.04% | 291.33K shares | 0.05% → 2.04%+1.99 pp +291.04K (+99330.38%) | Added | ↗▾ |
| 07 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $58.67M | 1.88% | 1.76M shares | 49.69% → 1.88%-47.81 pp +1.76M (+99904.72%) | Added | ↗▾ |
| 08 | ESGEISHARES INC ISHARES ESG AWARESG AWR MSCI EM View history and evidence | $58.58M | 1.88% | 783.88K shares | 47.72% → 1.88%-45.84 pp +783.10K (+99884.57%) | Added | ↗▾ |
| 09 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $53.75M | 1.72% | 710.92K shares | 0.05% → 1.72%+1.67 pp +710.21K (+99889.31%) | Added | ↗▾ |
| 10 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $47.33M | 1.52% | 87.84K shares | 0.04% → 1.52%+1.48 pp +87.76K (+99722.73%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1840025 · Period 2024-12-31
Data loaded 2026-09-23 · First reported 2025-02-14
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0001104659-25-013864",
"cover_total": 3120142636,
"filing_date": "2025-02-14",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 13,
"positions_cancelled": 0
}
],
"prior_versions": [
{
"accession": "0001104659-25-013444",
"filing_date": "2025-02-14",
"confidential": false,
"cover_table_value_total_raw": 3120142636
}
],
"cover_table_value": 3120142636
}Take these holdings further.
This page includes 13 of 13 reported holdings. Sign in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#portfolio-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 13 of 13 current positions (options included); totals and weights use the complete filing.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP.
MCP https://api.akkrudata.ai/mcp
get_institutional_portfolio
{"cik":"1840025","quarter":"2024Q4","page_size":100}
get_institutional_manager_history
{"cik":"1840025","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.