WV
West Virginia University Foundation, Inc — 13F Filing & Top Stock Positions (Q2 2026)
West Virginia University Foundation, IncCIK: 0002109379
Concentrated strategyMomentum followerQuality / disciplined sizing
Total reported value
$1.2B
Reporting period: 2026-06-30 · Number of holdings: 6
West Virginia University Foundation, Inc disclosed 6 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $1.2B and a quarterly turnover rate of 18.4%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 18.42
- Momentum
- 100
- Sector conviction
- 0
- Diversification
- 12
- Sizing Uniformity
- 89.34
Sector classification currently covers about 0% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VOO
+14.1% $125.8M
Trim VTI
+0.3% $55.9M
Trim VEA
+0.5% $18.5M
Trim VWO
+0.1% $6.2M
Trim SHY
0.0% -$120.3K
Trim VGSH
+0.9% $74.0K
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 43.24% | +3.60% | +14.12% | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 33.68% | -1.34% | +0.28% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 14.34% | -1.08% | +0.54% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.30% | -0.46% | +0.12% | |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.75% | -0.37% | — | |
| 6 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.69% | -0.34% | +0.94% |
Portfolio Performance
Performance for Q3 2026
+2%
Performance Last 4 Quarters
+20.6%
- Stdev
- +13.4%
- Beta
- +1
- Alpha
- +0.2%
- Max Drawdown
- -5.7%
- Annualized Perf
- +20.2%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.08
- Stutzer
- +0.43
- Treynor
- +0.19
- Sterling
- +1.29
- Calmar
- +3.56
- Information Ratio
- +0.44
- Tracking Error
- +0.6%
- Stdev Down
- +6.3%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +31.2%
- Worst 12 Months
- +17%
- Efficiency Ratio
- +0.57
- Sharpe
- +1.45
- Stdev Sectors
- —
- Skewness
- +0.17
- Kurtosis
- +0.31
- Upside Potential
- +4.48
Reported value over time
Sector allocation
Not enough sector-mapped data yet
Sector allocation over time
Quarterly history
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
West Virginia University Foundation, Inc's most significant position changes for 2026-06-30: Add: Vanguard S&p 500 ETF (VOO) — shares +14.12%; Add: Vanguard Total Stock Mkt ETF (VTI) — shares +0.28%; Add: Vanguard Ftse Developed ETF (VEA) — shares +0.54%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +0.12%; Add: Vanguard Short-term Treasury (VGSH) — shares +0.94%.
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +3.6% | +14.12% | Add |
| 2 | VGSH | Vanguard Short-term Treasury | -0.3% | +0.94% | Add |
| 3 | SHY | Ishares 1-3 Year Treasury Bo | -0.4% | — | Unchanged |
| 4 | VWO | Vanguard Ftse Emerging Marke | -0.5% | +0.12% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | -1.1% | +0.54% | Add |
| 6 | VTI | Vanguard Total Stock Mkt ETF | -1.3% | +0.28% | Add |
Filing History
FAQ
What is West Virginia University Foundation, Inc and what type of investor is it?
West Virginia University Foundation, Inc is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $1.2B, spread across 6 disclosed positions.
What are West Virginia University Foundation, Inc's largest equity positions?
Based on the latest 13F filing, West Virginia University Foundation, Inc's top holdings by market value are:
1. Vanguard S&p 500 ETF (VOO) — $529.3M (43.2%)
2. Vanguard Total Stock Mkt ETF (VTI) — $412.3M (33.7%)
3. Vanguard Ftse Developed ETF (VEA) — $175.5M (14.3%)
4. Vanguard Ftse Emerging Marke (VWO) — $64.8M (5.3%)
5. Ishares 1-3 Year Treasury Bo (SHY) — $21.5M (1.8%)
What changes did West Virginia University Foundation, Inc make in its most recent portfolio filing?
In the latest quarter, West Virginia University Foundation, Inc was primarily adding exposure — initiating 0 new positions and adding to 5 existing holdings. The largest of these moves: Add: Vanguard S&p 500 ETF (VOO) — shares +14.12%; Add: Vanguard Total Stock Mkt ETF (VTI) — shares +0.28%; Add: Vanguard Ftse Developed ETF (VEA) — shares +0.54%; Add: Vanguard Ftse Emerging Marke (VWO) — shares +0.12%; Add: Vanguard Short-term Treasury (VGSH) — shares +0.94%
What sectors does West Virginia University Foundation, Inc focus on?
Sector breakdown data is not yet available for West Virginia University Foundation, Inc. Check back after the next 13F processing cycle.
Investment Profile
West Virginia University Foundation, Inc returned an annualized 20.2% over the trailing 18 months — outperforming the S&P 500 by 0.2 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.00 (roughly in line with the market) and a 39% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding.
It has added to its VOO position for two straight quarters, increasing it by $245.7M to reach $529.3M.
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Developer Access
Access West Virginia University Foundation, Inc's institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/west-virginia-university-foundation-incCLI
npx alphasmo institutions get west-virginia-university-foundation-inc