AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Wind River Trust Co reported a dramatic reduction in reported assets on the 2025-09-30 13F: total portfolio value fell 85.6% from $249.41 million on 2025-06-30 to $36.01 million. The current portfolio contains only 2 holdings, indicating a substantial consolidation and/or liquidation event. With $36.01 million in assets and only two ETFs, the portfolio is extremely concentrated and far less diversified than the prior quarter.
Key Holdings
- SPY (SPDR S&P 500 ETF Trust...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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