WIT, LLC

Q4 2025 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
12/31/2025
Date filed
2/17/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$4,989,366
Net value change ($000)
+574,687 (13.0%)
New positions
3
Sold out positions
1
Turnover %
0.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
VEA 230,394 97.0%
VOO 182,809 319.4%
VWO 127,507 6.1%
IEMG 10,247 0.9%
IEI 6,762 2.8%
IBIT 4,020 NEW
ESGE 4,020 2.0%
ESGD 3,075 NEW
VB 1,936 2.9%
ESGU 1,858 NEW
Top Reduces (Value $000, Stocks/ETFs)
CRWD -893 -100.0%
BIV -165 -0.3%
SUB -34 -0.1%
VGIT -9 -0.2%
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