Investor
WIT, LLC
CIK 0001840025 · filed 2026-05-15 · SEC filing
13F book
$5.3B
Positions
22
2 new · 0 sold
Largest name
40.6%
Vanguard Intl Equity Index F
Est. mark
$64M
Price effect on 20 names still held. Flow $245.9M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Vanguard Intl Equity Index F | — | 39.8M | $2.15B | 40.6% | $11.5M | Cut−$57.6M |
| Ishares Inc | — | 16.2M | $1.13B | 21.4% | $41.1M | Cut$33.2M |
| Vanguard Tax-Managed Fds | — | 6.85M | $438.8M | 8.3% | $11M | Cut−$29.1M |
| Ishares Tr | — | 2.26M | $268.5M | 5.1% | −$1.57M | Added$19.2M |
| Ishares Inc | — | 5.18M | $235.6M | 4.4% | $5.98M | Added$32.4M |
| Vanguard Index Fds | — | 335.3K | $200.3M | 3.8% | −$9.92M | Cut−$39.7M |
| Vanguard Instl Index Fd | — | 2.65M | $200.3M | 3.8% | — | New |
| Vanguard Bd Index Fds | — | 2.01M | $157.4M | 3.0% | −$448.9K | Added$69M |
| Vanguard Intl Equity Index F | — | 658.5K | $96M | 1.8% | $1.62M | Held |
| Vanguard Scottsdale Fds | — | 1.19M | $69.6M | 1.3% | — | New |
| Vanguard Index Fds | — | 264.2K | $69.2M | 1.3% | $1.05M | Cut$1.02M |
| Vanguard Bd Index Fds | — | 861.2K | $66.5M | 1.3% | −$548.7K | Added$5.42M |
| Vanguard Index Fds | — | 250.2K | $54.3M | 1.0% | $1.37M | Held |
| Ishares Tr | — | 491.2K | $47.7M | 0.9% | $540.3K | Held |
| Ishares Tr | — | 418.6K | $44.6M | 0.8% | −$83.7K | Held |
| Schwab Strategic Tr | — | 787K | $24.1M | 0.5% | $2.56M | Held |
| Ishares Tr | — | 412.1K | $23.4M | 0.4% | $857.3K | Held |
| Ishares Tr | — | 65.9K | $7M | 0.1% | −$59.5K | Added$359.2K |
| Vanguard Scottsdale Fds | — | 82.5K | $4.91M | 0.1% | −$31.4K | Held |
| Ishares Bitcoin Trust Etf | IBIT | 81K | $3.11M | 0.1% | −$909.3K | Held |
| Ishares Tr | — | 32.3K | $3.09M | 0.1% | $17.1K | Held |
| Ishares Tr | — | 12.5K | $1.76M | 0.0% | −$94.3K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.