WR
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Wind River Trust Co13F | |
| Wind River Trust Co | |
| Last update 2025-05-15 | 9 Stocks (0 new) |
| Value $233.00 Mil | Turnover 0 % |
Wind River Trust Co Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 686,735 | 79,626.9 | -7.34% | 34.160 | -2.51% | 0.200 | +14.82% | +13.01% | 46,405.8 | ||
IWD | iShares Russell 1000 Value ETF | 241,731 | 45,484.1 | -4.58% | 19.510 | -0.84% | 0.070 | +10.17% | +8.06% | 62,777.8 | ||
IWV | iShares Russell 3000 ETF | 124,692 | 39,607.2 | 0% | 16.990 | 0% | 0.270 | +16.33% | +8.47% | 16,266.7 | ||
SPY | SPDR S&P 500 ETF Trust | 51,273 | 28,681.6 | 0% | 12.310 | 0% | 0.010 | +16.39% | +8.89% | 654,583.2 | ||
ACWI | iShares MSCI ACWI Index Fund | 114,699 | 13,349.8 | -5.58% | 5.730 | -0.31% | 0.070 | +14.84% | +12.89% | 22,771.4 | ||
VEA | Vanguard FTSE Developed Markets ETF | 211,999 | 10,775.9 | -25.68% | 4.620 | -1.38% | 0.010 | +11.93% | +23.01% | 162,442.1 | ||
VUG | Vanguard Growth ETF | 19,070 | 7,071.5 | -4.91% | 3.030 | -0.16% | 0.010 | +22.07% | +10.46% | 166,080.2 | ||
VTI | Vanguard Total Stock Market ETF | 25,047 | 6,883.9 | -33.66% | 2.950 | -1.45% | 0.000 | +16.45% | +8.47% | 478,263.0 | ||
IEFA | iShares Core MSCI EAFE ETF | 21,203 | 1,604.0 | 0% | 0.690 | 0% | 0.000 | +11.09% | +22.93% | 146,414.2 |
Wind River Trust Co's Historical Top Holdings Breakdowns
Wind River Trust Co's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
VT | Vanguard Total World Stock ETF | 2025-03-31 | Reduce Reduce | -2.51% | 115.08 ($119.66) 123.97 | $131.70 | 10.06% | Reduce -7.34% | 686,735 | -54,402 | |
VTI | Vanguard Total Stock Market ETF | 2025-03-31 | Reduce Reduce | -1.45% | 271.18 ($290.53) 303.12 | $312.30 | 7.49% | Reduce -33.66% | 25,047 | -12,708 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-03-31 | Reduce Reduce | -1.38% | 47.4 ($50.6) 52.99 | $58.09 | 14.80% | Reduce -25.68% | 211,999 | -73,234 | |
IWD | iShares Russell 1000 Value ETF | 2025-03-31 | Reduce Reduce | -0.84% | 182.82 ($190.45) 196.21 | $198.32 | 4.13% | Reduce -4.58% | 241,731 | -11,604 | |
ACWI | iShares MSCI ACWI Index Fund | 2025-03-31 | Reduce Reduce | -0.31% | 115.16 ($119.81) 124.13 | $131.63 | 9.87% | Reduce -5.58% | 114,699 | -6,775 | |
VUG | Vanguard Growth ETF | 2025-03-31 | Reduce Reduce | -0.16% | 369.1 ($404.54) 427.61 | $452.27 | 11.80% | Reduce -4.91% | 19,070 | -984 | |
VTI | Vanguard Total Stock Market ETF | 2024-12-31 | Reduce Reduce | -0.52% | 280.04 ($291.95) 302.45 | $312.30 | 6.97% | Reduce -11.2% | 37,755 | -4,762 | |
VEA | Vanguard FTSE Developed Markets ETF | 2024-12-31 | Reduce Reduce | -0.34% | 47.57 ($50.18) 52.35 | $58.09 | 15.76% | Reduce -5.49% | 285,233 | -16,579 | |
VT | Vanguard Total World Stock ETF | 2024-12-31 | Reduce Reduce | -0.23% | 117.09 ($120.05) 123.07 | $131.70 | 9.70% | Reduce -0.68% | 741,137 | -5,038 | |
VUG | Vanguard Growth ETF | 2024-12-31 | Reduce Reduce | -0.07% | 379 ($403.46) 428.11 | $452.27 | 12.10% | Reduce -2.25% | 20,054 | -462 |
Wind River Trust Co Total Holding History ($B)
Wind River Trust Co's Asset Allocation
Wind River Trust Co Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wind River Trust Co's Hypothetical Growth since 2025-03-31
Wind River Trust Co's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Wind River Trust Co's Holdings Heat Map
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Wind River Trust Co's Holdings Bubble Chart
Wind River Trust Co News
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