Wind River Trust Co
Portfolio value QoQ: +11.7% 13F does not disclose cash
Top 10 holdings weight99.28%
Top 25 holdings weight100.00%
Positions above 1%10
Effective number of positions5.3
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: 6.0 quarters Tracked Q1 2025–Q2 2026 · 100.0% still held
New positions1
Increased3
Decreased5
Closed0
Portfolio value
$296.1M
Positions
12
As of
June 30, 2026 Data as of Q2 2026
Sector breakdown
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 | $36,211,624 | 12.23% | 48,491 | $3,292,714 | Down ×1 | ||
| ACWI | $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 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
| Security | Value | Shares | % of portfolio |
|---|---|---|---|
| IJR | $92,694 | 625 | 0.03% |