WIT, LLC
Sector Allocation
- Other93.5%$5.9B
- Financials4.0%$249.8M
- Technology2.5%$155.8M
AUM History
13fpro.ai/research/fund/wit-llc-1840025
Conviction and streaks
Diversifying · top 10 = 92.2%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- VANGUARD$2.3B
- ISHARES$1.4B
- VANGUARD$479.3M
- VANGUARD$415.0M
- VANGUARD$289.1M
MUFG
$247.1M- VANGUARD$226.9M
META
$154.4M- VANGUARD$141.1M
- VANGUARD$111.1M
- ISHARES$77.6M
- VANGUARD$66.1M
- VANGUARD$64.6M
- VANGUARD$58.9M
- ISHARES$53.1M
- ISHARES$51.0M
- ISHARES$44.6M
- ISHARES$28.2M
- SCHWAB$25.0M
- ISHARES$8.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wit-llc-1840025
WIT, LLC 13F holdings — Q2 2026
$6.3B portfolio (+18.1% QoQ) · 24 holdings · Q2 2026 13F · top 10 are 92% of the stock portfolio
- 1
VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
$2.3B
36.8% of stocks
-3%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES INC - CORE MSCI EMKT
$1.4B
22.4% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$479.3M
7.7% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF
$415.0M
6.6% of stocks
+107%This quarter—Since filed—HeldAIQuality—Est. buy— - 5
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS
$289.1M
4.6% of stocks
+5840%This quarter—Since filed—HeldAIQuality—Est. buy— $247.1M
4.0% of stocks
-13%This quarter-8.5%Since filed6+ qtrsHeld- 7
VANGUARD INDEX FDS - S&P 500 ETF SHS
$226.9M
3.6% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— $154.4M
2.5% of stocks
-1%This quarter+6.9%Since filed6+ qtrsHeld- 9
VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS
$141.1M
2.3% of stocks
+104%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF
$111.1M
1.8% of stocks
+9%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $2.3B | 36.8% | -3% | — | — | — | — | |
| 2 | ISHARES INC - CORE MSCI EMKT | $1.4B | 22.4% | +4% | — | — | — | — | |
| 3 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $479.3M | 7.7% | -2% | — | — | — | — | |
| 4 | VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF | $415.0M | 6.6% | +107% | — | — | — | — | |
| 5 | VANGUARD SCOTTSDALE FDS - INTER TERM TREAS | $289.1M | 4.6% | +5840% | — | — | — | — | |
| 6 | $247.1M | 4.0% | -13% | -8.5% | 6+ qtrs | — | Estimated buy price is Pro: unlock with a free trial | ||
| 7 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $226.9M | 3.6% | -1% | — | — | — | — | |
| 8 | $154.4M | 2.5% | -1% | +6.9% | 6+ qtrs | 78.0#57 | Estimated buy price is Pro: unlock with a free trial | ||
| 9 | VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS | $141.1M | 2.3% | +104% | — | — | — | — | |
| 10 | VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF | $111.1M | 1.8% | +9% | — | — | — | — |
All holdings — WIT, LLC (Q2 2026)
24 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | ISHARES TR - 3 7 YR TREAS BDetf/fund | — | $77.6M | 1.2% | 661K | -71% | — | — | 13F |
| 12 | — | VANGUARD BD INDEX FDS - INTERMED TERMetf/fund | — | $66.1M | 1.1% | 861K | — | — | — | 13F |
| 13 | — | VANGUARD INDEX FDS - SMALL CP ETFetf/fund | — | $64.6M | 1.0% | 213K | -19% | — | — | 13F |
| 14 | — | VANGUARD INDEX FDS - SM CP VAL ETFetf/fund | — | $58.9M | 0.9% | 242K | -3% | — | — | 13F |
| 15 | — | ISHARES TR - CORE S&P SCP ETFetf/fund | — | $53.1M | 0.8% | 358K | New | — | — | 13F |
| 16 | — | ISHARES TR - MSCI EAFE ETFetf/fund | — | $51.0M | 0.8% | 491K | — | — | — | 13F |
| 17 | — | ISHARES TR - SHRT NAT MUN ETFetf/fund | — | $44.6M | 0.7% | 419K | — | — | — | 13F |
| 18 | — | ISHARES TR - MSCI EMG MKT ETFetf/fund | — | $28.2M | 0.5% | 412K | — | — | — | 13F |
| 19 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | — | $25.0M | 0.4% | 787K | — | — | — | 13F |
| 20 | — | ISHARES TR - NATIONAL MUN ETFetf/fund | — | $8.2M | 0.1% | 77K | +16% | — | — | 13F |
| 21 | — | ISHARES TR - ESG AW MSCI EAFEetf/fund | — | $3.3M | 0.1% | 32K | — | — | — | 13F |
| 22 | iShares Bitcoin Trust ETFetf/fund | Financials | $2.7M | 0.0% | 81K | — | 3 qtrs | — | 13F | |
| 23 | — | ISHARES TR - ESG AWR MSCI USAetf/fund | — | $2.0M | 0.0% | 12K | — | — | — | 13F |
| 24 | CrowdStrike Holdings, Inc. | Technology | $1.4M | 0.0% | 1,813 | New | 1 qtr | 67.6 | 13F |
What changed in Q2 2026
Against the previous quarter's 13F: 2 new, 6 added to, 8 trimmed, 0 sold out. Share-count changes; largest moves by dollar size first.
New positions (2)
- ISHARES TR - CORE S&P SCP ETF$53.1M
first bought this quarter
$CRWDCrowdStrike Holdings, Inc.$1.4M
first bought this quarter
Added to (6)
- VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+5840%
now $289.1M
- VANGUARD INSTL INDEX FD - 0 3 MO TR BI ETF+107%
now $415.0M
- VANGUARD SCOTTSDALE FDS - SHORT TERM TREAS+104%
now $141.1M
- ISHARES INC - CORE MSCI EMKT+4%
now $1.4B
- VANGUARD INTL EQUITY INDEX F - FTSE SMCAP ETF+9%
now $111.1M
- ISHARES TR - NATIONAL MUN ETF+16%
now $8.2M
Trimmed (8)
- ISHARES TR - 3 7 YR TREAS BD-71%
now $77.6M
- VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF-3%
now $2.3B
now $247.1M · held 6+ qtrs
- VANGUARD INDEX FDS - SMALL CP ETF-19%
now $64.6M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT-2%
now $479.3M
- VANGUARD INDEX FDS - S&P 500 ETF SHS-1%
now $226.9M
+2 more in the Excel export
Sold out (0)
No positions sold out this quarter.
Holdings by quarter
Every 13F WIT, LLC has filed, 22 earlier quarters. Pick one to see what it held then.
Is it too late to follow WIT?
Q2 2026 13F filed with the SEC on Aug 14, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of WIT's top 20 holdings: 78/100 (our AI quality score, weighted by position size; 2 of the 20 are scored)
Top 10 since filing
-2.3%
Value-weighted move of the 10 largest stock positions
Turnover
6%
Last quarter; 11% over the last 4
Top 10 weight
92%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
99%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 2 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WIT, LLC disclosed 24 positions worth $6.3B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 2 new positions and exited 0. The portfolio is most concentrated in Other (93.5% of disclosed assets). All figures are sourced directly from WIT, LLC’s Form 13F-HR filing with the SEC under CIK 1840025.
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AI-Powered Hedge Fund Analysis: WIT, LLC
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Every holding in WIT, LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.