WIT

DISTRICT OF COLUMBIA, DCfiles as WIT, LLC

$6.3bn in 24 US stocks at the end of 30 June 2026. The top 10 are 92.2% of the money. It changed about 10.3% of the portfolio this quarter.

Value

$6.3bn

Stocks

Top 10 share

92.2%

Turnover

10.3%

What changed this quarter

New

Bought for the first time this quarter.

Ishares TRIJR
0.8% of the fund
CrowdStrike HoldingsCRWD
<0.1% of the fund

Added

Bought more of a stock they already held.

IsharesIEMG
22.4% of the fund
+4%
Vanguard Instl Index FDVBIL
6.6% of the fund
+107%
Vanguard Scottsdale FDSVGIT
4.6% of the fund
+5840%
Vanguard Scottsdale FDSVGSH
2.3% of the fund
+104%
Vanguard Intl Equity Index FVSS
1.8% of the fund
+9%
Ishares TRMUB
0.1% of the fund
+16%

Cut

Sold some of their stake.

Vanguard Intl Equity Index FVWO
36.8% of the fund
-3%
IsharesESGE
3.9% of the fund
-13%
Ishares TRIEI
1.2% of the fund
-71%
Vanguard Index FDSVB
1.0% of the fund
-19%
Vanguard Index FDSVBR
0.9% of the fund
-3%

Sold out

Sold their entire stake.

None this quarter.

Holdings

Vanguard Intl Equity Index FVWO
Share
36.8%
Value
$2.3bn
Shares
38,637,529
-3%
IsharesIEMG
Share
22.4%
Value
$1.4bn
Shares
16,950,847
+4%
Vanguard Tax-Managed FDSVEA
Share
7.7%
Value
$479m
Shares
6,727,096
Held
Vanguard Instl Index FDVBIL
Share
6.6%
Value
$415m
Shares
5,483,220
+107%
Vanguard Scottsdale FDSVGIT
Share
4.6%
Value
$289m
Shares
4,902,356
+5840%
IsharesESGE
Share
3.9%
Value
$247m
Shares
4,518,911
-13%
Vanguard Index FDSVOO
Share
3.6%
Value
$227m
Shares
330,403
Held
Vanguard BD Index FDSBSV
Share
2.5%
Value
$154m
Shares
1,981,763
Held
Vanguard Scottsdale FDSVGSH
Share
2.3%
Value
$141m
Shares
2,425,179
+104%
Vanguard Intl Equity Index FVSS
Share
1.8%
Value
$111m
Shares
719,961
+9%
Ishares TRIEI
Share
1.2%
Value
$78m
Shares
661,074
-71%
Vanguard BD Index FDSBIV
Share
1.1%
Value
$66m
Shares
861,173
Held
Vanguard Index FDSVB
Share
1.0%
Value
$65m
Shares
213,076
-19%
Vanguard Index FDSVBR
Share
0.9%
Value
$59m
Shares
242,389
-3%
Ishares TRIJR
Share
0.8%
Value
$53m
Shares
357,908
New
Ishares TREFA
Share
0.8%
Value
$51m
Shares
491,177
Held
Ishares TRSUB
Share
0.7%
Value
$45m
Shares
418,588
Held
Ishares TREEM
Share
0.5%
Value
$28m
Shares
412,144
Held
Schwab Strategic TRSCHD
Share
0.4%
Value
$25m
Shares
786,995
Held
Ishares TRMUB
Share
0.1%
Value
$8m
Shares
76,599
+16%
Ishares TRESGD
Share
<0.1%
Value
$3m
Shares
32,336
Held
Ishares Bitcoin Trust ETFIBIT
Share
<0.1%
Value
$3m
Shares
80,970
Held
Ishares TRESGU
Share
<0.1%
Value
$2m
Shares
12,474
Held
CrowdStrike HoldingsCRWD
Share
<0.1%
Value
$1m
Shares
1,813
New

Company	Share of fund	Value	Shares	Change
Vanguard Intl Equity Index FVWO	36.8%	$2.3bn	38,637,529	-3%
IsharesIEMG	22.4%	$1.4bn	16,950,847	+4%
Vanguard Tax-Managed FDSVEA	7.7%	$479m	6,727,096	Held
Vanguard Instl Index FDVBIL	6.6%	$415m	5,483,220	+107%
Vanguard Scottsdale FDSVGIT	4.6%	$289m	4,902,356	+5840%
IsharesESGE	3.9%	$247m	4,518,911	-13%
Vanguard Index FDSVOO	3.6%	$227m	330,403	Held
Vanguard BD Index FDSBSV	2.5%	$154m	1,981,763	Held
Vanguard Scottsdale FDSVGSH	2.3%	$141m	2,425,179	+104%
Vanguard Intl Equity Index FVSS	1.8%	$111m	719,961	+9%
Ishares TRIEI	1.2%	$78m	661,074	-71%
Vanguard BD Index FDSBIV	1.1%	$66m	861,173	Held
Vanguard Index FDSVB	1.0%	$65m	213,076	-19%
Vanguard Index FDSVBR	0.9%	$59m	242,389	-3%
Ishares TRIJR	0.8%	$53m	357,908	New
Ishares TREFA	0.8%	$51m	491,177	Held
Ishares TRSUB	0.7%	$45m	418,588	Held
Ishares TREEM	0.5%	$28m	412,144	Held
Schwab Strategic TRSCHD	0.4%	$25m	786,995	Held
Ishares TRMUB	0.1%	$8m	76,599	+16%
Ishares TRESGD	<0.1%	$3m	32,336	Held
Ishares Bitcoin Trust ETFIBIT	<0.1%	$3m	80,970	Held
Ishares TRESGU	<0.1%	$2m	12,474	Held
CrowdStrike HoldingsCRWD	<0.1%	$1m	1,813	New

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 55.2% since 30 June 2025.

Where the money is

Technology0.0%

Other100.0%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.