WS
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Wisdom Short Duration Income FundMutual Fund | |
Wisdom Short Duration Income Fund | |
Last update 2025-06-30 | 2 Stocks (2 new) |
Value $6.00 Mil | Turnover 100 % |
Wisdom Short Duration Income F... Top Holdings of 2025-04-30
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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 |
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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
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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)
Wisdom Short Duration Income Fund's Asset Allocation
Wisdom Short Duration Income Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Wisdom Short Duration Income Fund's Hypothetical Growth since 2025-04-30
Wisdom Short Duration Income Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Wisdom Short Duration Income Fund's Holdings Heat Map
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Wisdom Short Duration Income Fund's Holdings Bubble Chart
Wisdom Short Duration Income Fund News
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