Wind River Trust Co

CIK 1657703 · View on SEC EDGAR ↗

Portfolio value
$296.1M
#5,216 of 9,443 by 13F value · top 55.2%
Positions
12
As of
June 30, 2026

Portfolio value QoQ: +11.7% 13F does not disclose cash

Top 10 holdings weight
99.28%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
5.3

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 4.52% Est. buys $14,964,675 · sells $12,681,021

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
1
Increased
3
Decreased
5
Closed
0
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 12 positions

Type Streak 8Q trend
VT $97,713,460 33.00% 622,577 $11,013,792 Down ×3
IWD $50,238,284 16.97% 207,228 $795,260 Down ×2
IWV $48,574,635 16.40% 113,918 $2,594,746 Down ×1
SPY SPY $36,211,624 12.23% 48,491 $3,292,714 Down ×1
ACWI iShares MSCI ACWI ETF $14,536,050 4.91% 92,604 $1,499,936 Down ×1
VEA $14,461,969 4.88% 202,975 $1,455,331
VUG $9,782,231 3.30% 113,562 $1,452,646 Up ×1
LPRE $8,378,666 2.83% 278,361 $3,361,617 Up ×2
VTI $7,040,751 2.38% 19,027 $936,699
EAGL $7,027,955 2.37% 218,463 $4,309,441 Up ×1
IEFA $2,047,786 0.69% 21,203 $128,278
IJR $92,694 0.03% 625 Up ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
IJR $92,694 625 0.03%

Top movers (QoQ)

Security Action Shares Δ Value Δ
VT Trimmed -4K +$11.0M
EAGL Bought more +129K +$4.3M
LPRE Bought more +86K +$3.4M
SPY Trimmed -2K +$3.3M
IWV Trimmed -10K +$2.6M
ACWI Trimmed -2K +$1.5M
VEA Price move only +0 +$1.5M
VUG Bought more +94K +$1.5M
VTI Price move only +0 +$937K
IWD Trimmed -24K +$795K