Ballentine Partners, LLC
Holdings in WIT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,516,897 | 534,119 | Shares | Sole | 2026-02-03 |
| 2025-09-30 | $1,281,551 | 487,282 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $1,859,247 | 615,645 | Shares | Other | 2025-07-15 |
| 2025-03-31 | $1,596,459 | 521,719 | Shares | Sole | 2025-05-01 |
| 2024-12-31 | $1,785,904 | 504,493 | Shares | Other | 2025-01-16 |
| 2024-09-30 | $769,359 | 237,457 | Shares | Sole | 2024-10-23 |
| 2024-06-30 | $699,532 | 229,355 | Shares | Sole | 2024-08-06 |
| 2024-03-31 | $654,631 | 227,698 | Shares | Sole | 2024-04-11 |
| 2023-12-31 | $519,001 | 186,356 | Shares | Sole | 2024-01-23 |
| 2023-09-30 | $307,407 | 127,028 | Shares | Other | 2023-10-19 |
| 2023-06-30 | $237,651 | 100,700 | Shares | Other | 2023-07-26 |
| 2023-03-31 | $84,503 | 37,641 | Shares | Other | 2023-04-27 |
| 2022-12-31 | $72,989 | 31,326 | Shares | Other | 2023-01-27 |
| 2022-09-30 | $66,738 | 28,339 | Shares | Other | 2022-10-26 |
| 2022-06-30 | $58,781 | 22,140 | Shares | Other | 2022-08-09 |
| 2022-03-31 | $87,246 | 22,632 | Shares | Other | 2022-05-05 |
| 2021-12-31 | $111,073 | 22,761 | Shares | Other | 2022-02-14 |
| 2021-09-30 | $99,968 | 22,643 | Shares | Other | 2021-10-27 |
| 2021-06-30 | $88,420 | 22,643 | Shares | Other | 2021-08-12 |
| 2021-03-31 | $71,778 | 22,643 | Shares | Other | 2021-05-11 |
| 2020-12-31 | $63,966 | 22,643 | Shares | Other | 2021-01-25 |
| 2020-09-30 | $53,211 | 22,643 | Shares | Other | 2020-10-22 |
| 2020-06-30 | $28,010 | 16,925 | Shares | Other | 2020-07-31 |
| 2020-03-31 | $16,746 | 10,804 | Shares | Other | 2020-04-23 |