Free Trial

Wind River Trust Co Top Holdings and 13F Report (2026)

About Wind River Trust Co

Investment Activity

  • Wind River Trust Co has $265.17 million in total holdings as of March 31, 2026.
  • Wind River Trust Co owns shares of 11 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
  • Approximately 1.95% of the portfolio was purchased this quarter.
  • About 0.74% of the portfolio was sold this quarter.
  • This quarter, Wind River Trust Co has purchased 10 new stocks and bought additional shares in 1 stock.
  • Wind River Trust Co sold shares of 2 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

88339Y102 - SER TRUST EAGLE
$2,718,514 Holding

Largest Purchases this Quarter

SER TRUST EAGLE
89,366 shares (about $2.72M)
EXCHANGE LISTED FDS TR
93,775 shares (about $2.44M)

Largest Sales this Quarter

Vanguard Total World Stock ETF
10,532 shares (about $1.46M)
iShares Russell 1000 Value ETF
2,306 shares (about $492.72K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofWind River Trust Co

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$86,699,668$1,456,786 â–¼-1.7%626,80532.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$49,443,024$492,723 â–¼-1.0%231,39918.6%ETF
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$45,979,8890.0%124,04217.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$32,918,9100.0%50,61812.4%Finance
iShares MSCI ACWI ETF stock logo
ACWI
iShares MSCI ACWI ETF
$13,036,1140.0%94,2124.9%Manufacturing
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$13,006,6380.0%202,9754.9%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$8,329,5850.0%19,0703.1%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$6,104,0520.0%19,0272.3%ETF
EXCHANGE LISTED FDS TR
$5,017,049$2,441,901 â–²94.8%192,6671.9%LONG POND REAL E
SER TRUST EAGLE
$2,718,514$2,718,514 â–²New Holding89,3661.0%CAP SELECT EQUITY ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$1,919,5080.0%21,2030.7%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data