Wind River Trust Co 13F annual report
Wind River Trust Co is an investment fund managing more than $247 billion ran by Susan Roh. There are currently 5 companies in Mrs. Roh’s portfolio. The largest investments include Vanguard Intl Equity Index F and Ishares Tr, together worth $182 billion.
$247 billion Assets Under Management (AUM)
As of 30th July 2024, Wind River Trust Co’s top holding is 742,456 shares of Vanguard Intl Equity Index F currently worth over $83.6 billion and making up 33.9% of the portfolio value.
In addition, the fund holds 521,952 shares of Ishares Tr worth $98 billion.
The third-largest holding is Sdpr S&p 500 Etf Tr worth $28 billion and the next is Vanguard Tax-managed Fds worth $17.3 billion, with 350,143 shares owned.
Currently, Wind River Trust Co's portfolio is worth at least $247 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Wind River Trust Co
The Wind River Trust Co office and employees reside in Jackson, Wyoming. According to the last 13-F report filed with the SEC, Susan Roh serves as the President of Wind River Trust Company at Wind River Trust Co.
Recent trades
Susan Roh disclosed a decreased stake in Vanguard Intl Equity Index F by approximately 0.1%.
This leaves the value of the investment at $83.6 billion and 742,456 shares.
One of the smallest hedge funds
The two most similar investment funds to Wind River Trust Co are Sara-bay and Core Wealth Management. They manage $246 billion and $246 billion respectively.
The complete list of Wind River Trust Co trades based on 13F SEC filings
These positions were updated on August 6th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Intl Equity Index F |
7.76%
742,456
|
$83,622,819,000 | 33.91% |
| Ishares Tr |
0.30%
521,952
|
$98,022,176,000 | 39.74% |
| Sdpr S&p 500 Etf Tr |
14.82%
51,518
|
$28,037,126,000 | 11.37% |
| Vanguard Tax-managed Fds |
31.48%
350,143
|
$17,304,067,000 | 7.02% |
| Vanguard Index Fds |
40.96%
65,287
|
$19,649,879,000 | 7.97% |
| No transactions found | |||
| Showing first 500 out of 5 holdings | |||
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