Susan M. Roh

Wind River Trust Co

Assets Managed

$265.173M

Holdings

Last Quarter

2026 - Q1

Filed Date

12d ago

Growth Rate

-0.97%(2Q avg: -0.97%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wind River Trust Co's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 11 positions.

Assets under management

The assets under management (AUM) of Wind River Trust Co over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 265.173M in assets, with a quarterly growth rate of -0.97% and a 2-quarter average growth rate of -0.97%. The portfolio is managed by Susan M. Roh, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
VT Vanguard Tot World Stk Etf Recent Activity Decreased -1.65%	32.7%	$86.7M 626,805 shares@ $138.33 avg price	Decreased -1.65%
IWD Ishares Russell 1000 Value E Recent Activity Decreased -0.98%	18.65%	$49.443M 231,399 shares@ $213.67 avg price	Decreased -0.98%
IWV Ishares Russell 3000 Etf Recent Activity	17.34%	$45.98M 124,042 shares@ $370.69 avg price
SPY Spdr S&p 500 Etf Trust Recent Activity	12.42%	$32.919M 50,618 shares@ $650.34 avg price
ACWI Ishares Msci Acwi Etf Recent Activity	4.92%	$13.036M 94,212 shares@ $138.37 avg price
VEA Vanguard Ftse Developed Etf Recent Activity	4.91%	$13.007M 202,975 shares@ $64.08 avg price
VUG Vanguard Growth Etf Recent Activity	3.15%	$8.33M 19,070 shares@ $436.79 avg price
VTI Vanguard Total Stock Mkt Etf Recent Activity	2.31%	$6.104M 19,027 shares@ $320.82 avg price
LPRE Long Pond Real Estat Sel Etf Recent Activity Increased 94.83%	1.9%	$5.017M 192,667 shares@ $26.05 avg price	Increased 94.83%
EAGL Eagle Capital Select Eqty Recent Activity New Position	1.03%	$2.719M 89,366 shares@ $30.43 avg price	New Position

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