WIT, LLC
Long book
$5.30B
Q1 2026
Positions
22
Top-10 weight
93%
concentration
Last quarter
+10.0%
SPY +14.8%
Turnover
9%
of book per quarter
Strategy in plain words
auto-generated from filingsWIT, LLC is a wealth-management firm allocating client money, specialised in financials (100% of the long book), running a $5.30B US long book across 22 positions.
The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD FTSE EMERGING MARKE, ISHARES CORE MSCI EMERGING, VANGUARD FTSE DEVELOPED ETF, ISHARES 3-7 YEAR TREASURY BO, ISHARES INC ISHARES ESG AWAR.
Over the last 9 quarters its long book ran on average 0pp per quarter ahead of the S&P 500, beating the index in 4 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+3.8%
Q2 2024
+7.9%
Q3 2024
-5.7%
Q4 2024
+2.8%
Q1 2025
+9.7%
Q2 2025
+8.5%
Q3 2025
+2.3%
Q4 2025
+1.4%
Q1 2026
+10.0%
Sector allocation
Technology 100%
Long book by quarter
What does WIT, LLC own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 15, 2026 | 22 | $5.30B | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 17, 2026 | 20 | $4.99B | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 14, 2025 | 18 | $4.41B | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Aug 14, 2025 | 18 | $4.03B | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 15, 2025 | 15 | $3.51B | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 14, 2025 | 14 | $3.12B | SEC ↗ | |
| Q4 2024 | 13F-HR/ARESTATEMENT | Feb 14, 2025 | 14 | $3.12B | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Nov 14, 2024 | 14 | $3.47B | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 14, 2024 | 14 | $3.32B | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 15, 2024 | 15 | $3.28B | canonical | SEC ↗ |
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