WIT, LLC

Q3 2025 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
9/30/2025
Date filed
11/14/2025
Form type
13F-HR
Num holdings
18
Total value ($000)
$4,414,679
Net value change ($000)
+380,260 (9.4%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/17/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
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)
VWO 277,172 15.4%
IEMG 102,132 10.4%
ESGE 19,500 10.9%
VEA 11,536 5.1%
VB 8,228 14.2%
VSS 5,374 6.1%
VOO 4,146 7.8%
VBR 3,427 7.0%
EEM 2,126 10.7%
SCHD 630 3.0%
Top Reduces (Value $000, Stocks/ETFs)
IEI -51,804 -17.6%
EFA -24,165 -34.5%
CRWD -1,030 -53.6%
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