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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.
Latest 13F Filing Activity
Wit, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 18 equity positions with a total 13F market value of $4B. The fund increased holdings in Vanguard Intl Equity Index F, Ishares TR, Ishares Inc. among other positions. Wit, LLC reduced exposure to Vanguard Index FDS, Ishares TR, Vanguard BD Index FDS among others.
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 |
Industry Allocation
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