WIT, LLC
CIK 1840025 · Holdings on Jun 30, 2025 · First reported Aug 14, 2025
Top ten holdings
Q2 2025- VWO44.70%
- IEMG24.46%
- IEI7.30%
- VEA5.60%
- ESGE4.45%
- VSS2.19%
- EFA1.74%
- BSV1.65%
- BIV1.50%
- VB1.44%
Share classes counted separately95.03%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- VBWeight decreased · -6.13 pp7.57% → 1.44%Shares -2.00M (-89.11%)
- ESGEWeight increased · +2.74 pp1.71% → 4.45%Shares +3.80M (+485.32%)
- IEIWeight increased · +2.52 pp4.78% → 7.30%Shares -2.33M (-48.53%)
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 18
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 | $1.80B | 44.70% | 36.46M shares | 44.40% → 44.70%+0.30 pp +2.04M (+5.92%) | Added | ↗▾ |
| 02 | IEMGISHARES CORE MSCI EMERGINGCORE MSCI EMKT View history and evidence | $986.71M | 24.46% | 16.44M shares | 25.36% → 24.46%-0.90 pp -54.78K (-0.33%) | Reduced | ↗▾ |
| 03 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $294.37M | 7.30% | 2.47M shares | 4.78% → 7.30%+2.52 pp -2.33M (-48.53%) | Reduced | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $226.01M | 5.60% | 3.96M shares | 5.82% → 5.60%-0.22 pp -56.53K (-1.41%) | Reduced | ↗▾ |
| 05 | ESGEISHARES INC ISHARES ESG AWARESG AWR MSCI EM View history and evidence | $179.72M | 4.45% | 4.59M shares | 1.71% → 4.45%+2.74 pp +3.80M (+485.32%) | Added | ↗▾ |
| 06 | VSSVANGUARD FTSE ALL WO X-US SCFTSE SMCAP ETF View history and evidence | $88.50M | 2.19% | 658.55K shares | 1.59% → 2.19%+0.60 pp +174.45K (+36.04%) | Added | ↗▾ |
| 07 | EFAISHARES MSCI EAFE ETFMSCI EAFE ETF View history and evidence | $70.03M | 1.74% | 783.38K shares | 1.26% → 1.74%+0.48 pp +364.79K (+87.15%) | Added | ↗▾ |
| 08 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $66.47M | 1.65% | 844.64K shares | 1.88% → 1.65%-0.23 pp 0 (0.00%) | Unchanged | ↗▾ |
| 09 | BIVVANGUARD INTERMEDIATE-TERM BINTERMED TERM View history and evidence | $60.63M | 1.50% | 783.88K shares | 1.96% → 1.50%-0.46 pp -55.72K (-6.64%) | Reduced | ↗▾ |
| 10 | VBVANGUARD MOST SM-CAP ETF-USDSMALL CP ETF View history and evidence | $58.03M | 1.44% | 244.85K shares | 7.57% → 1.44%-6.13 pp -2.00M (-89.11%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1840025 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 4034419051
}Take these holdings further.
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