Latest WIT, LLC Stock Portfolio
About WIT, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, WIT, LLC reported an equity portfolio of $3.5 Billions as of 30 Sep, 2024.
The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 46.4% of it's portfolio in VANGUARD INTL EQUITY INDEX FUND and 30.8% of portfolio in ISHARES INC.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and VANGUARD TAX-MANAGED INTL FD (VEA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV).
The top stock holdings of WIT, LLC are VEU, EMGF, VEA. The fund has invested 46.4% of it's portfolio in VANGUARD INTL EQUITY INDEX FUND and 30.8% of portfolio in ISHARES INC.
The fund managers got completely rid off ISHARES TR (AAXJ) stocks. They significantly reduced their stock positions in VANGUARD INDEX FDS (VB), ISHARES INC (EMGF) and VANGUARD TAX-MANAGED INTL FD (VEA). The fund showed a lot of confidence in some stocks as they added substantially to ISHARES TR (AAXJ), VANGUARD INDEX FDS (VB) and VANGUARD BD INDEX FDS (BIV).
WIT, LLC Annual Return Estimates Vs S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| ishares tr | 713 |
| vanguard index fds | 342 |
| ishares tr | 90.36 |
| vanguard bd index fds | 22.38 |
| ishares tr | 6.75 |
| ishares inc | 5.65 |
| vanguard intl equity index fund | 1.07 |
Additions to existing portfolio by WIT, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| vanguard index fds | -66.02 |
| ishares inc | -54.63 |
| vanguard tax-managed intl fd | -14.06 |
| vanguard bd index fds | -4.88 |
WIT, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| ishares tr | -121,866,000 |
WIT, LLC got rid off the above stocks
Sector Distribution
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| IJR | 32.8 % | |
| IJR | 7.7 % | |
| Top 5 Winners ($) | $ | |
|---|---|---|
| IJR | 19.9 M | |
| IJR | 1.3 M | |
| Top 5 Losers (%) | % | |
|---|---|---|
| Top 5 Losers ($) | $ | |
|---|---|---|
WIT, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WIT, LLC
Last Reported on: 14 Nov, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAXJ | ishares tr | 1.85 | 1,757 | 63,975,400 | added | 90.36 | ||
| AAXJ | ishares tr | 1.83 | 293 | 63,300,100 | added | 713 | ||
| AAXJ | ishares tr | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| BIV | vanguard bd index fds | 1.99 | 877 | 68,990,100 | reduced | -4.88 | ||
| BIV | vanguard bd index fds | 1.72 | 711 | 59,454,600 | added | 22.38 | ||
| BNDW | vanguard scottsdale fds | 0.15 | 89.00 | 5,347,230 | unchanged | 0.00 | ||
| EMGF | ishares inc | 30.75 | 19,254 | 1,065,660,000 | added | 5.65 | ||
| EMGF | ishares inc | 1.77 | 784 | 61,432,600 | reduced | -54.63 | ||
| IJR | ishares tr | 2.32 | 759 | 80,549,300 | added | 6.75 | ||
| IJR | ishares tr | 0.54 | 412 | 18,900,900 | unchanged | 0.00 | ||
| VB | vanguard index fds | 3.20 | 929 | 111,070,000 | added | 342 | ||
| VB | vanguard index fds | 1.34 | 88.00 | 46,352,600 | reduced | -66.02 | ||
| VEA | vanguard tax-managed intl fd | 6.13 | 4,021 | 212,346,000 | reduced | -14.06 | ||
| VEU | vanguard intl equity index fund | 46.40 | 33,608 | 1,608,160,000 | added | 1.07 | ||