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The Analysis of WIT, LLC's Holdings & P&L

Currently, WIT, LLC holds 22 types of securities in its portfolio with a total value $5.3B. In the most recent quarter, they have increased their positions in VBIL (+2.6M shares, valued at $200.3M), VGSH (+1.2M shares, valued at $69.6M), BSV (+885.3K shares, valued at $69.4M); decreased their positions in VWO (-1.3M shares, valued at $69.5M), VEA (-642.5K shares, valued at $41.2M), N/A (-47.5K shares, valued at $28.4M); initiated new positions in VBIL (+2.6M shares, valued at $200.3M), VGSH (+1.2M shares, valued at $69.6M).

1M P&L

+145.6M+2.82%

3M P&L

+99.2M+1.90%

HY P&L

+609.7M+12.97%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A4.7B

100.0%

Top Industries by Stock Count

1N/A19 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VWO VANGUARD INTL EQUITY INDEX F39.8M shares-3.13%2026-03-312026-05-15

IEMG ISHARES INC16.2M shares-0.71%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS6.8M shares-8.58%2026-03-312026-05-15

IEI ISHARES TR2.3M shares8.37%2026-03-312026-05-15

ESGE ISHARES INC5.2M shares12.61%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS335.3K shares-12.41%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD2.6M sharesnew addition2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS2.0M shares78.89%2026-03-312026-05-15

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VSS VANGUARD INTL EQUITY INDEX F658.5K shares0.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS1.2M sharesnew addition2026-03-312026-05-15

VB VANGUARD INDEX FDS264.2K shares-0.05%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS861.2K shares9.86%2026-03-312026-05-15

VBR VANGUARD INDEX FDS250.2K shares0.00%2026-03-312026-05-15

EFA ISHARES TR491.2K shares0.00%2026-03-312026-05-15

SUB ISHARES TR418.6K shares0.00%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR787.0K shares0.00%2026-03-312026-05-15

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EEM ISHARES TR412.1K shares0.00%2026-03-312026-05-15

MUB ISHARES TR65.9K shares6.36%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS82.5K shares0.00%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF81.0K shares0.00%2026-03-312026-05-15

ESGD ISHARES TR32.3K shares0.00%2026-03-312026-05-15

ESGU ISHARES TR12.5K shares0.00%2026-03-312026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

-3.13%

Shares39.8M

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-0.71%

Shares16.2M

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-8.58%

Shares6.8M

Event2026-03-31

Filed2026-05-15

IEI

ISHARES TR

8.37%

Shares2.3M

Event2026-03-31

Filed2026-05-15

ESGE

ISHARES INC

12.61%

Shares5.2M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-12.41%

Shares335.3K

Event2026-03-31

Filed2026-05-15

VBIL

VANGUARD INSTL INDEX FD

New

Shares2.6M

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

78.89%

Shares2.0M

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD INTL EQUITY INDEX F

0.00%

Shares658.5K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares1.2M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.05%

Shares264.2K

Event2026-03-31

Filed2026-05-15

BIV

VANGUARD BD INDEX FDS

9.86%

Shares861.2K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

0.00%

Shares250.2K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

0.00%

Shares491.2K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES TR

0.00%

Shares418.6K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares787.0K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

0.00%

Shares412.1K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES TR

6.36%

Shares65.9K

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares82.5K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares81.0K

Event2026-03-31

Filed2026-05-15

ESGD

ISHARES TR

0.00%

Shares32.3K

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES TR

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-15

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available