Wit, LLC
WIT, LLC is a registered investment adviser headquartered in Northbrook, Illinois, United States. Founded in 2021, WIT, LLC serves individuals, high-net-worth clients, and institutional investors by advising on discretionary and nondiscretionary accounts. The firm provides customized investment solutions focused on client needs and objectives. As of its most recent filings, WIT, LLC maintains a small professional staff, focusing on boutique, relationship-driven service.
Investment Strategy
WIT, LLC specializes in managing client assets through diversified portfolio strategies tailored to individual client risk tolerance, time horizon, and financial objectives. The firm employs both active and passive management approaches, selecting a mix of securities, including equities, fixed income, and alternative investments, to optimize risk-adjusted returns. WIT emphasizes comprehensive financial planning and ongoing monitoring to adjust allocations and maintain alignment with evolving client priorities.
Top Holdings
Equity Positions (18)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VWO | VANGUARD INTL EQUITY INDEX F | 44.70% | $1.80B | 36,463,364 | $44.39 | $49.46 | +$245.3M |
I IEMG | ISHARES INC | 24.46% | $986.7M | 16,436,999 | $52.22 | $60.03 | +$96.7M |
I IEI | ISHARES TR | 7.30% | $294.4M | 2,471,852 | $117.19 | $119.09 | +$126.5M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.60% | $226.0M | 3,964,405 | $47.82 | $57.01 | +$21.6M |
E ESGE | ISHARES INC | 4.45% | $179.7M | 4,588,201 | $38.18 | $39.17 | +$119.7M |