WIT, LLC

Q2 2026 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
24
Total value ($000)
$6,261,279
Net value change ($000)
+962,067 (18.2%)
New positions
2
Sold out positions
0
Turnover %
0.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
VGIT 284,226 5782.8%
IEMG 271,903 24.0%
VBIL 214,692 107.2%
VWO 155,714 7.2%
VGSH 71,502 102.7%
IJR 53,081 NEW
VEA 40,478 9.2%
VOO 26,590 13.3%
VSS 15,073 15.7%
ESGE 11,525 4.9%
Top Reduces (Value $000, Stocks/ETFs)
IEI -190,858 -71.1%
VB -4,620 -6.7%
IBIT -416 -13.4%
BIV -413 -0.6%
SUB -13 -0.0%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type