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Wind River Trust Co - Alan Heath

193 Followers

Wind River Trust Co Portfolio Activity as reported in the most recent 13F form published on Jun 30, 2026

Wind River Trust Co Portfolio Activity

VTVanguard Total World Stock ETF		ReducedGeneral$148.19($136.98-$159.41)-0.67%97.71M32.91%
IWDiShares Russell 1000 Value ETF		ReducedGeneral$229.18($212.66-$245.71)-10.45%50.24M16.90%
IWViShares Russell 3000 ETF		ReducedGeneral$399.49($367.67-$431.32)-8.16%48.57M16.37%
SPYState Street SPDR S&P 500 ETF Trust		ReducedGeneral$702.75($645.11-$760.40)-4.20%36.21M12.20%
ACWIiShares MSCI ACWI ETF		ReducedGeneral$148.55($137.06-$160.03)-1.71%14.54M4.91%
VEAVanguard FTSE Developed Markets ETF		Not ChangedGeneral$68.34($63.45-$73.23)0.00%14.46M4.87%
VUGVanguard Growth ETF		ReducedGeneral$81.30($71.99-$90.60)-0.75%9.78M3.30%
LPRELong Pond Real Estate Select ETF		AddedGeneral$28.23($25.87-$30.60)+44.48%8.38M2.83%
EAGLEagle Capital Select Equity ETF		AddedGeneral$31.95($30.19-$33.72)+144.46%7.03M2.37%
VTIVanguard Total Stock Market ETF		Not ChangedGeneral$346.46($318.23-$374.70)0.00%7.04M2.37%

Measured Performance

Wind River Trust CoAverage Hedge Fund PortfolioS&P 5000%100%200%300%2016201720192021202320252026
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Wind River Trust Co activity FAQ

What is Wind River Trust Co’s portfolio gain since Jan 2016?
Wind River Trust Co’s portfolio gain since Jan 2016 was 219.42%.
What is Wind River Trust Co’s Sharpe Ratio?
Wind River Trust Co’s Sharpe Ratio is 4.17.
What is Wind River Trust Co’s portfolio value?
Wind River Trust Co’s portfolio value is $296.11M.
What is Wind River Trust Co’s average return since the fund’s last 13F filing?
Wind River Trust Co’s average return since the fund’s last 13F filing is 1.19%.
What was Wind River Trust Co’s average return in the last 12 months?
Wind River Trust Co’s average return in the last 12 months was 11.64%.
What was Wind River Trust Co’s average return in the last 3 years?
Wind River Trust Co’s average return in the last 3 years was 20.25%.
When was the most recent 13F form submitted by Wind River Trust Co?
Wind River Trust Co's most recent 13F form was submitted on Jun 30, 2026.
Who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.

TipRanks & Hedge Funds: TipRanks measures the performance of Alan Heath and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.

Disclosure on Hedge Fund Expert Ranking:

We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:

1. Hedge funds that manage stocks of more than 1,500 different companies

2. Hedge funds with a portfolio turnover of over 50% from the previous quarter

3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.

Additionally, Our performance analysis considers long positions only and does not factor in short positions or hedging strategies. Furthermore, because we do not have the exact dates on which a hedge fund bought or sold any specific ticker, we use the average price of the stock during the quarter in which it was acquired to estimate performance.