Filed: 5/15/2025ACC: 0001104659-25-049232
📋 What this filing means
WIT, LLC filed this quarterly 13F‑HR report disclosing 14 equity positions with a total reported market value of $3.51B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$3.51B
Total AUM (reported)
66.25M
Total Shares
Allocation by class
FTSE EMR MKT ETF$1.56B44.4%
CORE MSCI EMKT$890.06M25.4%
SMALL CP ETF$265.61M7.6%
FTSE DEV MKT ETF$204.38M5.8%
3 7 YR TREAS BD$167.85M4.8%
INTERMED TERM$68.62M2.0%
SHORT TERM BOND$66.12M1.9%
Portfolio Concentration
Top 3$2.71B77.3%
4–10$683.07M19.5%
11–25$112.51M3.2%
Top 3 weight
77.3%
Top 10 weight
96.8%
Voting Authority Distribution
Total shares with voting rights: 66.25M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
66.25M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole14
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings14
Rows:
VANGUARD INTL EQUITY INDEX FUND
SOLEShares34.43M
TypeSH
Market value$1.56B
44.40%
Sole
0.00
Shared
0.00
None
34.43M
ISHARES INC
SOLEShares16.49M
TypeSH
Market value$890.06M
25.36%
Sole
0.00
Shared
0.00
None
16.49M
VANGUARD INDEX FDS
SOLEShares2.25M
TypeSH
Market value$265.61M
7.57%
Sole
0.00
Shared
0.00
None
2.25M
VANGUARD TAX-MANAGED INTL FD
SOLEShares4.02M
TypeSH
Market value$204.38M
5.82%
Sole
0.00
Shared
0.00
None
4.02M
ISHARES TR
SOLEShares4.80M
TypeSH
Market value$167.85M
4.78%
Sole
0.00
Shared
0.00
None
4.80M
VANGUARD BD INDEX FDS
SOLEShares839.60K
TypeSH
Market value$68.62M
1.96%
Sole
0.00
Shared
0.00
None
839.60K
VANGUARD BD INDEX FDS
SOLEShares844.64K
TypeSH
Market value$66.12M
1.88%
Sole
0.00
Shared
0.00
None
844.64K
ISHARES TR
SOLEShares300.01K
TypeSH
Market value$60.11M
1.71%
Sole
0.00
Shared
0.00
None
300.01K
ISHARES INC
SOLEShares783.88K
TypeSH
Market value$60.02M
1.71%
Sole
0.00
Shared
0.00
None
783.88K
VANGUARD INTL EQUITY INDEX F
SOLEShares484.10K
TypeSH
Market value$55.96M
1.59%
Sole
0.00
Shared
0.00
None
484.10K
VANGUARD INDEX FDS
SOLEShares87.84K
TypeSH
Market value$45.14M
1.29%
Sole
0.00
Shared
0.00
None
87.84K
ISHARES TR
SOLEShares418.59K
TypeSH
Market value$44.20M
1.26%
Sole
0.00
Shared
0.00
None
418.59K
ISHARES TR
SOLEShares412.14K
TypeSH
Market value$18.01M
0.51%
Sole
0.00
Shared
0.00
None
412.14K
VANGUARD SCOTTSDALE FDS
SOLEShares86.79K
TypeSH
Market value$5.16M
0.15%
Sole
0.00
Shared
0.00
None
86.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INTL EQUITY INDEX FUNDSOLE | FTSE EMR MKT ETF | 34.43M | SH | $1.56B 44.40% | 0.00 | 0.00 | 34.43M |
ISHARES INCSOLE | CORE MSCI EMKT | 16.49M | SH | $890.06M 25.36% | 0.00 | 0.00 | 16.49M |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 2.25M | SH | $265.61M 7.57% | 0.00 | 0.00 | 2.25M |
VANGUARD TAX-MANAGED INTL FDSOLE | FTSE DEV MKT ETF | 4.02M | SH | $204.38M 5.82% | 0.00 | 0.00 | 4.02M |
ISHARES TRSOLE | 3 7 YR TREAS BD | 4.80M | SH | $167.85M 4.78% | 0.00 | 0.00 | 4.80M |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 839.60K | SH | $68.62M 1.96% | 0.00 | 0.00 | 839.60K |
VANGUARD BD INDEX FDSSOLE | SHORT TERM BOND | 844.64K | SH | $66.12M 1.88% | 0.00 | 0.00 | 844.64K |
ISHARES TRSOLE | NATIONAL MUN ETF | 300.01K | SH | $60.11M 1.71% | 0.00 | 0.00 | 300.01K |
ISHARES INCSOLE | ESG AWR MSCI EM | 783.88K | SH | $60.02M 1.71% | 0.00 | 0.00 | 783.88K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE SMCAP ETF | 484.10K | SH | $55.96M 1.59% | 0.00 | 0.00 | 484.10K |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 87.84K | SH | $45.14M 1.29% | 0.00 | 0.00 | 87.84K |
ISHARES TRSOLE | MSCI EAFE ETF | 418.59K | SH | $44.20M 1.26% | 0.00 | 0.00 | 418.59K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 412.14K | SH | $18.01M 0.51% | 0.00 | 0.00 | 412.14K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 86.79K | SH | $5.16M 0.15% | 0.00 | 0.00 | 86.79K |