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 86.01% of Wind River Trust's stock portfolio.
- Added to shares of these 2 stocks: EAGL, LPRE.
- Started 1 new stock position in EAGL.
- Reduced shares in these 2 stocks: VT, IWD.
- Wind River Trust was a net buyer of stock by $3.2M.
- Wind River Trust has $265M 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 11 positions in its portfolio as reported in the March 2026 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) | 32.7 | $87M | 627k | 138.32 |
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| Ishares Tr Rus 1000 Val Etf (IWD) | 18.6 | $49M | 231k | 213.67 |
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| Ishares Tr Russell 3000 Etf (IWV) | 17.3 | $46M | 124k | 370.68 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 12.4 | $33M | 51k | 650.34 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 4.9 | $13M | 94k | 138.37 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 4.9 | $13M | 203k | 64.08 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.1 | $8.3M | 19k | 436.79 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 2.3 | $6.1M | 19k | 320.81 |
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| Exchange Listed Fds Tr Long Pond Real E (LPRE) | 1.9 | $5.0M | +94% | 193k | 26.04 |
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| Ser Trust Eagle Cap Select Equity Etf (EAGL) | 1.0 | $2.7M | NEW | 89k | 30.42 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.7 | $1.9M | 21k | 90.53 |
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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 2026 Q1 filed May 14, 2026
- 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