WIT, LLC

Q3 2026 13F-HR Holdings

Location
District Of Columbia, DC
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
23
Total value ($000)
$6,549,475
Net value change ($000)
+288,196 (4.6%)
New positions
0
Sold out positions
1
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VEA 189,544 39.5%
VOO 156,102 68.8%
VB 84,324 130.6%
VGIT 54,326 18.8%
IEMG 38,511 2.7%
BIV 17,978 27.2%
IJR 2,957 5.6%
VSS 2,705 2.4%
ESGU 2,203 107.9%
VBR 2,079 3.5%
Top Reduces (Value $000, Stocks/ETFs)
ESGE -111,422 -45.1%
VWO -89,914 -3.9%
VBIL -45,856 -11.1%
IEI -7,532 -9.7%
VGSH -1,552 -1.1%
CRWD -1,384 -100.0%
MUB -821 -10.0%
SUB -808 -1.8%
EEM -668 -2.4%
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