Period
Q2 2026
Calendar quarter covered by the filing.
WIT, LLC portfolio
Q2 2026 · Holdings as of · Filed · reported in Form 13F
$6.26B
Full value: $6,261,278,653 · USD · 30 Jun 2026What changed in Q2 2026?
Comparable share positions since Q1 2026.
- New
- 2
- Increased
- 6
- Reduced
- 8
- Exited
- 0
Largest disclosed changes
-
shares
+4.82M
Full value: +4,819,822 · shares · 30 Jun 2026estimated+$284.27M
Full value: +$284,273,102 · USD · 30 Jun 2026 · Estimated from share changes and filing pricesWeight +4.53 percentage points
-
shares
+2.84M
Full value: +2,835,788 · shares · 30 Jun 2026estimated+$214.61M
Full value: +$214,612,436 · USD · 30 Jun 2026 · Estimated from share changes and filing pricesWeight +2.85 percentage points
-
shares
-1.6M
Full value: -1,602,848 · shares · 30 Jun 2026estimated-$188.25M
Full value: -$188,254,497 · USD · 30 Jun 2026 · Estimated from share changes and filing pricesWeight -3.83 percentage points
-
shares
+1.24M
Full value: +1,235,513 · shares · 30 Jun 2026estimated+$71.91M
Full value: +$71,906,857 · USD · 30 Jun 2026 · Estimated from share changes and filing pricesWeight +0.94 percentage points
-
shares
-1.15M
Full value: -1,150,809 · shares · 30 Jun 2026estimated-$68.69M
Full value: -$68,691,789 · USD · 30 Jun 2026 · Estimated from share changes and filing pricesWeight -3.75 percentage points
Estimates use share changes and filing prices. They are not trade proceeds. Options and principal positions are excluded.
Compare with Q1 2026Holdings
| Sym | Weight | Trade Impact | Company | Class | Share Change | Activity | Value change | SEC-reported value | SEC-reported price | Shares | Principal |
|---|
Filing details and SEC source
- Portfolio date
- 30 Jun 2026
- Reported 13F value
- $6,261,278,653
- Reported 13F holdings
- 24
- Largest 13F holdings
-
VWO IEMG VEA VBIL VGIT ESGE VOO BSV VGSH VSS IEI BIV
+8 more
VB VBR IJR EFA SUB EEM SCHD MUB - What this filing covers
-
13F holdings
24Parsed equity rows, excluding option-only view rows.
Reported value
$6,261,278,653SEC Form 13F market value, not total AUM.
Accepted by SEC
14 Aug 2026EDGAR acceptance date.
How to read this filing
- Start with the largest positions and changes, then open issuer-level rows for CUSIP-specific history.
- Form 13F market value excludes cash and many non-13F assets, so it should not be treated as total assets under management.
- SEC classifies this as a holdings report: this manager reports its visible U.S.-listed equity holdings in this filing.
- Manager signature
- Peter Schaffer - Secretary
- Manager location
- District Of Columbia, DC
- Accepted by SEC
- 14 Aug 2026, 09:00:06 UTC
- SEC form
- 13F-HR
- Prior SEC filing
- Q1 2026 - 15 May 2026
- Source filing
- View source filing
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
Source evidence
Original filing metadata and source links for verification.
4 source fields
This view compares filing 2026 Q2 with 2026 Q1. Changes are calculated against the previous SEC filing.
SEC-reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held.
* marks a reported price that did not pass the local price check.
* marks a reported price that did not pass the local price check.
Person Signing this Report on Behalf of Reporting Manager:
| Name | Title | City, State | Date |
|---|---|---|---|
| Peter Schaffer | Secretary | Washington, District Of Columbia | 14 Aug 2026 |