Sign In
test

Peter Schaffer

Wit, Llc

Assets Managed
$5.299B
Holdings
22
Last Quarter
2026 - Q1
Filed Date
19d ago
Growth Rate
6.22%(2Q avg: 9.62%)
Sustained Growth
9 quarters

Portfolio positions

This chart displays the top 10 holdings in Wit, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 22 positions.

Assets under management

The assets under management (AUM) of Wit, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 5.299B in assets, with a quarterly growth rate of 6.22% and a 2-quarter average growth rate of 9.62%. The portfolio is managed by Peter Schaffer, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Decreased -3.13%
40.59%
$2.151B
39.788M shares@ $54.06 avg price
IEMG
Ishares Core Msci Emerging
Recent Activity
Decreased -0.71%
21.37%
$1.132B
16.234M shares@ $69.75 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -8.57%
8.29%
$438.828M
6.848M shares@ $64.09 avg price
IEI
Ishares 3-7 Year Treasury Bo
Recent Activity
Increased 8.37%
5.07%
$268.501M
2.264M shares@ $118.6 avg price
ESGE
Ishares Inc Ishares Esg Awar
Recent Activity
Increased 12.62%
4.45%
$235.614M
5.182M shares@ $45.48 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -12.41%
3.79%
$200.334M
335,259 shares@ $597.55 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
New Position
3.78%
$200.278M
2.647M shares@ $75.66 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 78.89%
2.98%
$157.402M
2.007M shares@ $78.41 avg price
VSS
Vanguard Ftse All Wo X-us Sc
Recent Activity
1.82%
$96.01M
658,548 shares@ $145.8 avg price
VGSH
Vanguard Short-term Treasury
Recent Activity
New Position
1.32%
$69.643M
1.19M shares@ $58.55 avg price

1-10 of 22