WIT, LLC

Q1 2026 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
22
Total value ($000)
$5,299,212
Net value change ($000)
+309,846 (6.2%)
New positions
2
Sold out positions
0
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/17/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VBIL 200,278 NEW
VGSH 69,643 NEW
IEMG 33,213 3.0%
ESGE 32,374 15.9%
IEI 19,170 7.7%
BIV 5,417 8.9%
SCHD 2,558 11.8%
VSS 1,620 1.7%
VBR 1,366 2.6%
VB 1,015 1.5%
Top Reduces (Value $000, Stocks/ETFs)
VWO -57,597 -2.6%
VOO -39,718 -16.5%
VEA -29,113 -6.2%
IBIT -909 -22.6%
ESGU -94 -5.1%
SUB -83 -0.2%
VGIT -31 -0.6%
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