WS

Wisdom Short Duration Income Fund

Mutual Fund
Wisdom Short Duration Income Fund
Last update 2025-06-30 2 Stocks (2 new)
Value $6.00 Mil Turnover 100 %
Countries:
Wisdom Short Duration Income F... Top Holdings of 2025-04-30 View Full List
Ticker
BUCK
JAAA
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BUCK
Simplify Treasury Option Income ETF
175,000
4,147.5
New Holding
67.230
+67.23%
1.220
+1.24%
-0.55%
336.8
 
JAAA
Janus Henderson AAA CLO ETF
40,000
2,021.6
New Holding
32.770
+32.77%
0.010
+2.08%
+2.58%
22,301.2
 

Wisdom Short Duration Income Fund's Historical Top Holdings Breakdowns

Wisdom Short Duration Income Fund's Top Stock Picks View Full List
Ticker
BUCK
JAAA
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BUCK
Simplify Treasury Option Income ETF
2025-04-30
New Buy
New Buy
+67.23%
23.36 ($24.4) 24.79
$23.51
-3.65%
New holding
175,000
175,000
JAAA
Janus Henderson AAA CLO ETF
2025-04-30
New Buy
New Buy
+32.77%
49.79 ($50.58) 51.04
$50.65
0.14%
New holding
40,000
40,000

Wisdom Short Duration Income Fund Total Holding History ($B)

To

Wisdom Short Duration Income Fund's Asset Allocation

To

Wisdom Short Duration Income Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Wisdom Short Duration Income Fund's Hypothetical Growth since 2025-04-30

Wisdom Short Duration Income Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Wisdom Short Duration Income Fund's Holdings Heat Map

Size field:

Wisdom Short Duration Income Fund's Holdings Bubble Chart

Wisdom Short Duration Income Fund News

  • 1

Discussions on Wisdom Short Duration Income Fund

No discussions yet.