Wright Fund Management, LLC Portfolio Holdings

Wright Fund Management, LLC

  • $2.79 Billion
  • Q1 2025

Wright Fund Management, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.79 Billion distributed in 77 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg High Yield Bond with a value of $431M, Ishares Tr Broad Usd High Yiel with a value of $428M, Spdr Ser Tr Spdr Portfolio Hig with a value of $246M, Ssga Active Trust with a value of $221M, and Ishares Tr with a value of $185M.

Examining the 13F form we can see an decrease of $133M in the current position value, from $2.92B to 2.79B.

Wright Fund Management, LLC is based out at Santa Monica, CA

Below you can find more details about Wright Fund Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $2.79 Billion
ETFs: $2.79 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $2.79 Billion
  • Prior Value $2.92 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
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