Wind River Trust
Latest statistics and disclosures from Wind River Trust's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VT, IWD, IWV, SPY, ACWI, and represent 87.71% of Wind River Trust's stock portfolio.
- Reduced shares in these 2 stocks: VT (-$9.1M), SPY.
- Wind River Trust was a net seller of stock by $-9.5M.
- Wind River Trust has $268M in assets under management (AUM), dropping by -0.98%.
- Central Index Key (CIK): 0001657703
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Portfolio Holdings for Wind River Trust
Wind River Trust holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Intl Equity Index F Tt Wrld St Etf (VT) | 33.6 | $90M | -9% | 637k | 141.06 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 18.4 | $49M | 234k | 210.34 |
|
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| Ishares Tr Russell 3000 Etf (IWV) | 17.9 | $48M | 124k | 386.85 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.9 | $35M | 51k | 681.92 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 5.0 | $13M | 94k | 141.49 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.7 | $13M | 203k | 62.47 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.5 | $9.3M | 19k | 487.86 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.4 | $6.4M | 19k | 335.27 |
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| Exchange Listed Fds Tr Long Pond Real E (LPRE) | 1.0 | $2.6M | 99k | 26.69 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $1.9M | 21k | 89.46 |
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Past Filings by Wind River Trust
SEC 13F filings are viewable for Wind River Trust going back to 2021
- Wind River Trust 2025 Q4 filed Feb. 5, 2026
- Wind River Trust 2025 Q3 filed Nov. 12, 2025
- Wind River Trust 2025 Q2 filed Aug. 12, 2025
- Wind River Trust 2025 Q1 filed May 15, 2025
- Wind River Trust 2024 Q4 filed Feb. 7, 2025
- Wind River Trust 2024 Q3 filed Oct. 24, 2024
- Wind River Trust 2024 Q2 filed Aug. 6, 2024
- Wind River Trust 2024 Q1 filed April 22, 2024
- Wind River Trust 2023 Q4 filed Feb. 1, 2024
- Wind River Trust 2023 Q3 filed Nov. 13, 2023
- Wind River Trust 2023 Q2 filed July 13, 2023
- Wind River Trust 2023 Q1 filed May 2, 2023
- Wind River Trust 2022 Q4 filed Jan. 26, 2023
- Wind River Trust 2022 Q3 filed Oct. 26, 2022
- Wind River Trust 2022 Q2 filed July 27, 2022
- Wind River Trust 2022 Q1 filed April 21, 2022