Wit, LLC
Annual return '25
+18.8%
SPY '25
+17.7%
Alpha
+1.0ptsvs SPY
Invested
$5.3B
Holdings
22
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 90%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VWO
VANGUARD INTL EQUITY INDEX F
Q4 2025: Increased +7.0% (38.40M → 41.07M shares)
40.6%
02
$IEMG
ISHARES INC
Q4 2025: Sold 1.0% (16.52M → 16.35M shares)
21.4%
03
$VEA
VANGUARD TAX-MANAGED FDS
Q4 2025: Increased +89.0% (3.96M → 7.49M shares)
8.3%
04
$IEI
ISHARES TR
Q4 2025: Increased +2.9% (2.03M → 2.09M shares)
5.1%
05
$ESGE
ISHARES INC
Q2 2025: Increased +485.3% (783.9k → 4.59M shares)
4.4%
06
$VOO
VANGUARD INDEX FDS
Q4 2025: Increased +309.5% (93.5k → 382.8k shares)
3.8%
07
$VBIL
VANGUARD INSTL INDEX FD
Held since at least Q1 2024
3.8%
08
$BSV
VANGUARD BD INDEX FDS
Q3 2025: Increased +32.9% (844.6k → 1.12M shares)
3.0%
09
$VSS
VANGUARD INTL EQUITY INDEX F
Q2 2025: Increased +36.0% (484.1k → 658.5k shares)
1.8%
10
$VGSH
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
1.3%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:13 UTC.