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CIK: 0001657703
Total reported value
$296.1M
$296.1M
10 檔
79.3%
At the close of Q4 2025, Wind River Trust Co disclosed equity holdings valued at approximately $296.1M, spread across 10 reported holdings.
In Q4 2025, Wind River Trust Co adopted a defensive or profit-taking posture, trimming 2 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 79.3% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VT | Vanguard Tot World Stk ETF | ETF-Other | 33.57% | +0.30% | -9.19% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 18.36% | -1.68% | — | |
| 3 | IWV | Ishares Russell 3000 ETF | ETF-Other | 17.92% | -0.94% | — | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 12.89% | -0.18% | -1.28% | |
| 5 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 4.98% | -0.01% | — | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 4.73% | -0.02% | — | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.47% | +0.16% | — | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.38% | +0.08% | — | |
| 9 | LPRE | Long Pond Real Estat Sel ETF | ETF-Other | 0.99% | +0.94% | — | |
| 10 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.71% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWD | Ishares Russell 1000 Value E | +0.8% | — | Unchanged |
| 2 | IWV | Ishares Russell 3000 ETF | +0.5% | — | Unchanged |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -1.28% | Trim |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.2% | — | Unchanged |
| 5 | ACWI | Ishares Msci Acwi ETF | +0.2% | — | Unchanged |
| 6 | VUG | Vanguard Growth ETF | +0.1% | — | Unchanged |
| 7 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | — | Unchanged |
| 8 | LPRE | Long Pond Real Estat Sel ETF | 0% | — | Unchanged |
| 9 | IEFA | Ishares Core Msci Eafe ETF | 0% | — | Unchanged |
| 10 | VT | Vanguard Tot World Stk ETF | -2.2% | -9.19% | 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 10 disclosed positions in Q4 2025.
During Q4 2025, Wind River Trust Co's top holdings by market value included VT (33.6%)、IWD (18.4%)、IWV (17.9%). The largest single position, VT, represented 33.6% of total portfolio value.
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Top Position Liquidated / Trimmed
VT
前期市值: $96.7M
In Q4 2025, Wind River Trust Co made 2 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 2 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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