Wright Fund Management, LLC Portfolio Holdings

Wright Fund Management, LLC

  • $2.28 Billion
  • Q3 2024

Wright Fund Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.28 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 $457M, Ishares Barclays 20+ Year Trea with a value of $264M, Ishares Tr Broad Usd High Yiel with a value of $221M, Ishares Tr with a value of $195M, and Spdr Ser Tr Spdr Portfolio Hig with a value of $143M.

Examining the 13F form we can see an increase of $177M in the current position value, from $2.1B to 2.28B.

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 $2.28 Billion
ETFs: $2.27 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 $2.28 Billion
  • Prior Value $2.1 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 22 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 12 stocks
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