WIT, LLC

Q1 2025 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
14
Total value ($000)
$3,509,409
Net value change ($000)
+389,266 (12.5%)
New positions
1
Sold out positions
0
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VB 163,489 160.1%
IEI 109,180 186.1%
VWO 94,673 6.5%
VSS 55,961 NEW
BIV 14,868 27.7%
VEA 12,103 6.3%
ESGE 1,443 2.5%
EEM 775 4.5%
VGIT 22 0.4%
Top Reduces (Value $000, Stocks/ETFs)
IEMG -54,510 -5.8%
MUB -3,674 -5.8%
VOO -2,187 -4.6%
EFA -1,249 -2.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type