WIT, LLC

CIK

1840025

Location

DISTRICT OF COLUMBIA, DC

Portfolio Value

Mid $6,261,281,373

Diversification

Highly concentrated

Filing Date

Global Rank

#750 / 8,794 ▲ 192 · as of Jun 2026

Top Industry

Software - Infrastructure 100.0%

3Y Alpha vs SPY

-7.2%

Period ended 3 months ago

Filed Aug 14, 2026 · 50d

23 quarters · since Dec 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

11 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

38.6%

−24.5 pts

Top 5

90.0%

−6.5 pts

Top 10

100.0%

−0.0 pts

HHI

2,597

Highly concentrated−1,700

Portfolio Trend

23 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	100.0%	$6,259,897,801	10
Technology	0.0%	$1,383,572	1

Last Quarter's Activity

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Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
BNDW	Vanguard Total World Bond ETF	+6,055,335	7,327,535	$430,286,373
VBIL	Vanguard 0-3 Month Treasury Bill ETF	+2,835,788	5,483,220	$414,970,089
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−1,180,019	23,519,914	$1,891,272,080
VEU	Vanguard FTSE All-World Ex-US ETF	−1,089,396	39,357,490	$2,417,356,888
VEA	Vanguard FTSE Developed Markets ETF	−121,039	6,727,096	$479,305,590
VB	Vanguard Morningstar Small-Cap ETF	−63,779	785,868	$350,409,784
BIV	Vanguard Intermediate-Term Bond ETF	−25,659	2,842,936	$220,451,124
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
CRWD	CrowdStrike Holdings, Inc.	1,813	$1,383,572
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

11 tracked positions · $6,261,281,373 total · filing declares 24 positions · $6,261,278,653 · as of Jun 30, 2026

All sectors Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VEU	Vanguard FTSE All-World Ex-US ETF	Reduced	39,357,490	-1,089,396	$2,417,356,888	+7.6%	38.61%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	23,519,914	-1,180,019	$1,891,272,080	—	30.21%
VEA	Vanguard FTSE Developed Markets ETF	Reduced	6,727,096	-121,039	$479,305,590	+9.2%	7.66%
BNDW	Vanguard Total World Bond ETF	Added	7,327,535	+6,055,335	$430,286,373	+477.1%	6.87%
VBIL	Vanguard 0-3 Month Treasury Bill ETF	Added	5,483,220	+2,835,788	$414,970,089	+107.2%	6.63%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	785,868	-63,779	$350,409,784	+8.2%	5.60%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	2,842,936	-25,659	$220,451,124	−1.5%	3.52%
BKF	iShares MSCI BIC ETF	Held	412,144	0	$28,194,771	+20.5%	0.45%
FNDA	Schwab Fundamental U.S. Small Company ETF	Held	786,995	0	$24,955,611	+3.4%	0.40%
IBIT	iShares Bitcoin Trust ETF	Held	80,970	0	$2,695,491	−13.4%	0.04%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	1,813	NEW	$1,383,572	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.