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Wind River Trust Co.
Wind River Trust Company is a Wyoming-regulated private trust company headquartered in Jackson, Wyoming. It specializes in tailored trust management solutions, private trust company services, and fiduciary services intended for high-net-worth families and individuals seeking to manage their financial, human, and intellectual capital. The firm was founded to deliver personalized and long-term stewardship in trust and wealth management, with a client-focused ethos. Employee count estimates range from 1 to 9, but core leadership is lean, reflecting its high-touch model.
Investment Strategy
Wind River Trust Company focuses on private trust company services and customized trust management for families and high-net-worth individuals. Their approach emphasizes stewardship, transparency, accountability, and a long-term lens in managing client assets. The firm takes care to deliver unbiased advice and fiduciary oversight, prioritizing client goals above all else. Investment allocations favor diversified ETF holdings with exposure to broad market indices, including US and international equities, seeking balanced growth and risk management.
Latest 13F Filing Activity
Wind River Trust Co. filed their most recent 13F report on Jun 30, 2025 disclosing 9 equity positions with a total 13F market value of $249M. The fund increased holdings in Vanguard Intl Equity Index F, Ishares TR, SDPR S&P 500 Etf TR among other positions. Wind River Trust Co. reduced exposure to Vanguard Index FDS, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (9)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VT | VANGUARD INTL EQUITY INDEX F | 35.13% | $87.6M | 681,693 | $72.33 | $128.52 | +$8.0M |
I IWD | ISHARES TR | 18.56% | $46.3M | 238,301 | $91.82 | $194.23 | +$801.1K |
I IWV | ISHARES TR | 17.55% | $43.8M | 124,692 | $111.72 | $351.00 | +$4.2M |
S SPY | SDPR S&P 500 ETF TR | 12.70% | $31.7M | 51,273 | $352.54 | $617.85 | +$3.0M |
A ACWI | ISHARES TR | 5.05% | $12.6M | 97,879 | $70.71 | $128.60 | -$762.6K |
Industry Allocation
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