WIT, LLC
All 13F Filings
- Location
- District Of Columbia, DC
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 4,989,366
- Description
- District Of Columbia based fiduciary portfolio advisory practice with a limited liability advisory organization and a cycle aware and portfolio focused investment mandate. The approach emphasizes active stewardship and governance oversight, asset liability coordination, and planning integrated mandate design for private client and family mandates. Implementation focuses on stability, transparency, and repeatable investment decision routines through liquidity aware implementation and implementation consistency.
- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 20 | 4,989,366 | 13F-HR | WIT, LLC |
| Q3 2025 | 11/14/2025 | 18 | 4,414,679 | 13F-HR | WIT, LLC |
| Q2 2025 | 8/14/2025 | 18 | 4,034,419 | 13F-HR | WIT, LLC |
| Q1 2025 | 5/15/2025 | 14 | 3,509,409 | 13F-HR | WIT, LLC |
| Q4 2024 | 2/14/2025 | 13 | 3,120,143 | 13F-HR/A - RESTATEMENT | WIT, LLC |
| Q4 2024 | 2/14/2025 | 13 | 3,120,143 | 13F-HR | WIT, LLC |
| Q3 2024 | 11/14/2024 | 13 | 3,465,536 | 13F-HR | WIT, LLC |
| Q2 2024 | 8/14/2024 | 14 | 3,320,299 | 13F-HR | WIT, LLC |
| Q1 2024 | 5/15/2024 | 15 | 3,284,726 | 13F-HR | WIT, LLC |
| Q4 2023 | 2/14/2024 | 17 | 2,597,426 | 13F-HR | WIT, LLC |
| Q3 2023 | 11/14/2023 | 14 | 3,451,862 | 13F-HR | WIT, LLC |
| Q2 2023 | 8/11/2023 | 14 | 3,896,934 | 13F-HR | WIT, LLC |
| Q1 2023 | 5/15/2023 | 12 | 3,937,526 | 13F-HR | WIT, LLC |
| Q4 2022 | 2/14/2023 | 11 | 3,644,351 | 13F-HR | WIT, LLC |
| Q3 2022 | 11/14/2022 | 13 | 3,508,239 | 13F-HR | WIT, LLC |
| Q2 2022 | 8/15/2022 | 11 | 4,049,355 | 13F-HR | WIT, LLC |
| Q1 2022 | 5/13/2022 | 17 | 5,078,277 | 13F-HR | WIT, LLC |
| Q4 2021 | 2/14/2022 | 12 | 4,459,467 | 13F-HR | WIT, LLC |
| Q3 2021 | 11/15/2021 | 13 | 5,016,219 | 13F-HR | WIT, LLC |
| Q2 2021 | 8/13/2021 | 16 | 4,984,274 | 13F-HR | WIT, LLC |
| Q1 2021 | 5/14/2021 | 12 | 4,503,603 | 13F-HR | WIT, LLC |
| Q4 2020 | 2/12/2021 | 11 | 3,788,385 | 13F-HR | WIT, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 1.648 M | 33.0% | 29.02 K | 0 | 29.02 K |
| ETFs | 3.253 M | 65.2% | 545.8 K | 0 | 545.8 K |
| Debt | 88.44 K | 1.8% | 0 | 112 | -112 |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
4,989,366
Holdings
20
QoQ value change ($000)
574,687
(13.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.