Wit 13F annual report
Wit is an investment fund managing more than $3.32 trillion ran by Ewadele Butler. There are currently 7 companies in Butler’s portfolio. The largest investments include Vanguard Intl Equity Index Fund and Ishares Inc, together worth $2.49 trillion.
$3.32 trillion Assets Under Management (AUM)
As of 7th August 2024, Wit’s top holding is 33,253 shares of Vanguard Intl Equity Index Fund currently worth over $1.46 trillion and making up 43.8% of the portfolio value.
In addition, the fund holds 19,952 shares of Ishares Inc worth $1.03 trillion.
The third-largest holding is Vanguard Tax-managed Intl Fd worth $231 billion and the next is Vanguard Index Fds worth $176 billion, with 469 shares owned.
Currently, Wit's portfolio is worth at least $3.32 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wit
The Wit office and employees reside in District Of Columbia, District Of Columbia. According to the last 13-F report filed with the SEC, Ewadele Butler serves as the Secretary at Wit.
Recent trades
In the most recent 13F filing, Wit revealed that it had increased its stake in
Vanguard Intl Equity Index Fund and bought 599 additional shares worth around .
On the other hand, there are companies that Wit is getting rid of from its portfolio.
Wit closed its position in Geron on 14th August 2024.
It sold the previously owned 462 shares for $1.52 billion.
Ewadele Butler also disclosed a decreased stake in Ishares Inc by approximately 0.1%.
This leaves the value of the investment at $1.03 trillion and 19,952 shares.
One of the largest hedge funds
The two most similar investment funds to Wit are Continental Casualty and Grimes & Company, Inc. They manage $3.32 trillion and $3.34 trillion respectively.
The complete list of Wit trades based on 13F SEC filings
These positions were updated on August 14th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Intl Equity Index Fund |
1.83%
33,253
|
$1,455,165,940,000 | 43.83% |
| Ishares Inc |
1.12%
19,952
|
$1,033,504,539,000 | 31.13% |
| Vanguard Tax-managed Intl Fd |
0.57%
4,679
|
$231,220,959,000 | 6.96% |
| Vanguard Index Fds |
No change
469
|
$175,503,952,000 | 5.29% |
| Ishares Tr |
16.03%
3,248
|
$305,570,564,000 | 9.20% |
| Vanguard Bd Index Fds |
11.48%
1,503
|
$114,179,671,000 | 3.44% |
| Vanguard Scottsdale Fds |
No change
89
|
$5,153,413,000 | 0.16% |
| Geron Corp. |
Closed
462
|
$1,524,211,000 | |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
Hedge funds similar to Wit
- Bleakley
- Chicago Capital
- Members Trust Co
- Marsico Capital Management
- Norinchukin Bank, The
- Grimes & Company, Inc
- Continental Casualty
- Acr Alpine Capital Research
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- Aristotle Capital Boston
- Fort Pitt Capital Group
- Empirical Services, D.b.a. Empirical Wealth Management
- First Horizon Advisors
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