Wind River Trust Co Top Holdings and 13F Report (2026) About Wind River Trust CoInvestment ActivityWind River Trust Co has $296.11 million in total holdings as of June 30, 2026.Wind River Trust Co owns shares of 12 different stocks, but just 5 companies or ETFs make up 80% of its holdings.Approximately 5.05% of the portfolio was purchased this quarter.About 4.28% of the portfolio was sold this quarter.This quarter, Wind River Trust Co has purchased 11 new stocks and bought additional shares in 3 stocks.Wind River Trust Co sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total World Stock ETF $97,713,460iShares Russell 1000 Value ETF $50,238,284iShares Russell 3000 ETF $48,574,635SPDR S&P 500 ETF Trust $36,211,624iShares MSCI ACWI ETF $14,536,050 Largest New Holdings this Quarter 464287804 - iShares Core S&P Small-Cap ETF $92,694 Holding Largest Purchases this Quarter Vanguard Growth ETF 94,492 shares (about $8.14M)SER TRUST EAGLE 129,097 shares (about $4.15M)EXCHANGE LISTED FDS TR 85,694 shares (about $2.58M)iShares Core S&P Small-Cap ETF 625 shares (about $92.69K) Largest Sales this Quarter iShares Russell 1000 Value ETF 24,171 shares (about $5.86M)iShares Russell 3000 ETF 10,124 shares (about $4.32M)SPDR S&P 500 ETF Trust 2,127 shares (about $1.59M)Vanguard Total World Stock ETF 4,228 shares (about $663.58K)iShares MSCI ACWI ETF 1,608 shares (about $252.41K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWind River Trust Co Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVTVanguard Total World Stock ETF$97,713,460$663,585 â–¼-0.7%622,57733.0%ETFIWDiShares Russell 1000 Value ETF$50,238,284$5,859,776 â–¼-10.4%207,22817.0%ETFIWViShares Russell 3000 ETF$48,574,635$4,316,874 â–¼-8.2%113,91816.4%ETFSPYSPDR S&P 500 ETF Trust$36,211,624$1,588,380 â–¼-4.2%48,49112.2%ETFACWIiShares MSCI ACWI ETF$14,536,050$252,408 â–¼-1.7%92,6044.9%ETFVEAVanguard FTSE Developed Markets ETF$14,461,9690.0%202,9754.9%ETFVUGVanguard Growth ETF$9,782,231$8,139,541 â–²495.5%113,5623.3%ETFEXCHANGE LISTED FDS TR$8,378,666$2,579,389 â–²44.5%278,3612.8%LONG POND REAL EVTIVanguard Total Stock Market ETF$7,040,7510.0%19,0272.4%ETFSER TRUST EAGLE$7,027,955$4,153,051 â–²144.5%218,4632.4%CAP SELECT EQUITY ETFIEFAiShares Core MSCI EAFE ETF$2,047,7860.0%21,2030.7%ETFIJRiShares Core S&P Small-Cap ETF$92,694$92,694 â–²New Holding6250.0%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
