Fund Universe

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☆WIT, LLC

CIK 0001840025 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.965
AUM ($M)
6,261
Positions
24
Turnover
0.10
Top-10 wt
92%
Herfindahl
0.203
History (qtrs)
6
Excess Return
—

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Quarter
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Holdings · 24 positions · portfolio value $6,261M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VWO funds › VANGUARD INTL EQUITY INDEX F TRIM — 36.8% -3.7% 2,306.3 38,637,529 -1,150,809 5 —
☆IEMG funds › ISHARES INC ADD — 22.4% +1.1% 1,404.2 16,950,847 +717,088 5 —
☆VEA funds › VANGUARD TAX-MANAGED FDS TRIM — 7.7% -0.6% 479.3 6,727,096 -121,039 5 —
☆VBIL funds › VANGUARD INSTL INDEX FD ADD — 6.6% +2.8% 415.0 5,483,220 +2,835,788 2 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 4.6% +4.5% 289.1 4,902,356 +4,819,822 5 —
☆ESGE funds › ISHARES INC TRIM — 3.9% -0.5% 247.1 4,518,911 -662,844 5 —
☆VOO funds › VANGUARD INDEX FDS TRIM — 3.6% -0.2% 226.9 330,403 -4,856 5 —
☆BSV funds › VANGUARD BD INDEX FDS TRIM — 2.5% -0.5% 154.4 1,981,763 -25,659 5 —
☆VGSH funds › VANGUARD SCOTTSDALE FDS ADD — 2.3% +0.9% 141.1 2,425,179 +1,235,513 2 —
☆VSS funds › VANGUARD INTL EQUITY INDEX F ADD — 1.8% -0.0% 111.1 719,961 +61,413 5 —
☆IEI funds › ISHARES TR TRIM — 1.2% -3.8% 77.6 661,074 -1,602,848 5 —
☆BIV funds › VANGUARD BD INDEX FDS HOLD — 1.1% -0.2% 66.1 861,173 +0 5 —
☆VB funds › VANGUARD INDEX FDS TRIM — 1.0% -0.3% 64.6 213,076 -51,145 5 —
☆VBR funds › VANGUARD INDEX FDS TRIM — 0.9% -0.1% 58.9 242,389 -7,778 5 —
☆IJR funds › ISHARES TR NEW — 0.8% +0.8% 53.1 357,908 +357,908 1 —
☆EFA funds › ISHARES TR HOLD — 0.8% -0.1% 51.0 491,177 +0 5 —
☆SUB funds › ISHARES TR HOLD — 0.7% -0.1% 44.6 418,588 +0 5 —
☆EEM funds › ISHARES TR HOLD — 0.5% +0.0% 28.2 412,144 +0 5 —
☆SCHD funds › SCHWAB STRATEGIC TR HOLD — 0.4% -0.1% 25.0 786,995 +0 5 —
☆MUB funds › ISHARES TR ADD — 0.1% -0.0% 8.2 76,599 +10,677 5 —
☆ESGD funds › ISHARES TR HOLD — 0.1% -0.0% 3.3 32,336 +0 3 —
☆IBIT funds › ISHARES BITCOIN TRUST ETF HOLD — 0.0% -0.0% 2.7 80,970 +0 3 —
☆ESGU funds › ISHARES TR HOLD — 0.0% -0.0% 2.0 12,474 +0 3 —
☆CRWD funds › CROWDSTRIKE HLDGS INC NEW — 0.0% +0.0% 1.4 1,813 +1,813 1 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 6,261 24 0.10 92% 0.203 0.965 — in
2026Q1 5,299 22 0.07 93% 0.227 0.973 — in
2025Q4 4,989 20 0.08 96% 0.261 0.967 — in
2025Q3 4,415 18 0.03 95% 0.293 0.976 — in
2025Q2 4,034 18 0.10 95% 0.272 0.963 — entered
2025Q1 3,509 14 0.00 97% 0.275 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status