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CIK: 0001657703
Total reported value
$296.1M
$296.1M
9 檔
74.9%
The Q2 2025 SEC filing reveals that Wind River Trust Co held a total portfolio value of $296.1M, covering 9 public equity positions.
In Q2 2025, Wind River Trust Co adopted a defensive or profit-taking posture, trimming 5 positions and completely liquidating 0 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VT, IWD, IWV) accounted for 74.9% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 35.13% | +0.30% | -0.73% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.56% | -1.68% | -1.42% | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 17.55% | -0.94% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.70% | -0.18% | — | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 5.05% | -0.01% | -14.66% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.64% | -0.02% | -4.26% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.35% | +0.16% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.32% | +0.08% | -24.03% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | +1% | -0.73% | Trim |
| 2 | IWV | Ishares Russell 3000 ETF | +0.6% | — | Unchanged |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | — | Unchanged |
| 4 | VUG | Vanguard Growth ETF | +0.3% | — | Unchanged |
| 5 | VEA | Vanguard Ftse Developed ETF | 0% | -4.26% | Trim |
| 6 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | -0.6% | -24.03% | Trim |
| 8 | ACWI | Ishares Msci Acwi ETF | -0.7% | -14.66% | Trim |
| 9 | IWD | Ishares Russell 1000 Value E | -1% | -1.42% | Trim |
According to official SEC Form 13F filings, Wind River Trust Co reported a total U.S. public equity portfolio value of $296.1M across 9 disclosed positions in Q2 2025.
During Q2 2025, Wind River Trust Co's top holdings by market value included VT (35.1%)、IWD (18.6%)、IWV (17.6%). The largest single position, VT, represented 35.1% of total portfolio value.
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Top Position Liquidated / Trimmed
VT
前期市值: $79.6M
In Q2 2025, Wind River Trust Co made 5 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 5 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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