Portfolios
See it liveRetrieve all funds portfolios for the specified reporting year and quarter.
year
integer
The year of the reporting period to retrieve portfolios details for. Requires quarter to be provided, and will be ignored if it is not provided.
If specified, must be between 2013 and the current year inclusive.
Defaults to the latest finalized reporting year, or the ongoing filing period’s year when include_ongoing is true and portfolios exist for that period.
quarter
integer
The quarter of the reporting period to retrieve portfolios details for. Requires year to be provided, and will be ignored if it is not provided.
If specified, must be between 1 and 4 inclusive.
Defaults to the latest finalized reporting quarter, or the ongoing filing period’s quarter when include_ongoing is true and portfolios exist for that period.
include_ongoing
boolean
When true and neither year nor quarter is provided, returns portfolios for the ongoing filing period if any exist; otherwise falls back to the latest finalized period.
One of true, false.
Defaults to false.
sort_by
string
The field to sort the results by.
One of aum, aum_change_percent.
When sorting by aum_change_percent, null values are always last.
Defaults to aum.
sort_dir
string
The order to sort the results by.
One of asc, desc.
Defaults to desc.
page
number
The page number to retrieve.
Defaults to 1.
page_size
number
The number of items per page.
If specified, must be between 1 and 10000 inclusive.
Defaults to 100.
/v1/funds-portfolios
{
"page": 1,
"page_size": 100,
"has_more_pages": false,
"reporting_year": 2025,
"reporting_quarter": 1,
"portfolios": [
{
"fund": {
"id": "vanguard-group",
"name": "Vanguard Group",
"profile": "The Vanguard Group, founded in 1975 by John C. Bogle, is one of the world's largest asset managers and a pioneer of low-cost index investing.",
"icon_url": "https://wsr.imgdeliver.net/icons/funds/ccaohw6t.svg",
"city": "Malvern",
"state_or_country": "Pennsylvania",
"latest_reporting_year": 2025,
"latest_reporting_quarter": 1,
"latest_aum": 5531119721493,
"return_latest_quarter": -2.6,
"return_years_1": 14.36,
"return_years_3": 52.73,
"return_years_5": 217.69,
"return_years_10": 389.81
},
"fund_managers": [],
"reporting_year": 2025,
"reporting_quarter": 1,
"quarter_return": -2.6,
"aum": 5531119721493,
"aum_last": 5741207245727,
"aum_change": -210087524234,
"aum_change_percent": -3.66,
"aum_top_10": 1448139329591,
"aum_top_10_as_percent_of_aum": 26.18,
"capital_flow": 60017926190,
"capital_flow_as_percent_of_aum": 1.09,
"etfs_percent": 3.39,
"turnover_percent": 3.87,
"holdings": 4371,
"holdings_last": 4397,
"holdings_change": -26,
"new_positions": 78,
"new_positions_last": 46,
"new_positions_change": 32,
"closed_positions": 91,
"closed_positions_last": 104,
"closed_positions_change": -13,
"increased_positions": 2136,
"increased_positions_last": 2372,
"increased_positions_change": -236,
"reduced_positions": 1688,
"reduced_positions_last": 1396,
"reduced_positions_change": 292
},
{
"fund": {
"id": "blackrock",
"name": "BlackRock",
"profile": "BlackRock, founded in 1988, is the world's largest asset manager, serving institutional and retail clients through iShares ETFs and active strategies.",
"icon_url": "https://wsr.imgdeliver.net/icons/funds/qcv69tuz.svg",
"city": "New York",
"state_or_country": "New York",
"latest_reporting_year": 2025,
"latest_reporting_quarter": 1,
"latest_aum": 4739418141980,
"return_latest_quarter": -2.66,
"return_years_1": 13.92,
"return_years_3": 52.81,
"return_years_5": 213.97,
"return_years_10": 365.6
},
"fund_managers": [],
"reporting_year": 2025,
"reporting_quarter": 1,
"quarter_return": -2.66,
"aum": 4739418141980,
"aum_last": 4930627911576,
"aum_change": -191209769596,
"aum_change_percent": -3.88,
"aum_top_10": 1208890630934,
"aum_top_10_as_percent_of_aum": 25.51,
"capital_flow": 46522017380,
"capital_flow_as_percent_of_aum": 0.98,
"etfs_percent": 13.67,
"turnover_percent": 5.81,
"holdings": 5538,
"holdings_last": 5486,
"holdings_change": 52,
"new_positions": 186,
"new_positions_last": 299,
"new_positions_change": -113,
"closed_positions": 136,
"closed_positions_last": 132,
"closed_positions_change": 4,
"increased_positions": 1916,
"increased_positions_last": 3156,
"increased_positions_change": -1240,
"reduced_positions": 2658,
"reduced_positions_last": 1316,
"reduced_positions_change": 1342
},
{
"fund": {
"id": "berkshire-hathaway",
"name": "Berkshire Hathaway",
"profile": "Berkshire Hathaway is the Omaha-based holding company led by Warren Buffett, running a famously concentrated public-equity portfolio alongside its wholly owned businesses.",
"icon_url": "https://wsr.imgdeliver.net/icons/funds/2jpgunqr.svg",
"city": "Omaha",
"state_or_country": "Nebraska",
"latest_reporting_year": 2025,
"latest_reporting_quarter": 1,
"latest_aum": 258713622674,
"return_latest_quarter": 4.37,
"return_years_1": 12.41,
"return_years_3": 38.92,
"return_years_5": 102.63,
"return_years_10": 201.34
},
"fund_managers": [
{
"id": "warren-buffett",
"name": "Warren Buffett",
"profile": "Warren Buffett is one of the world’s most renowned investors and business magnates, often referred to as the “Oracle of Omaha”...",
"icon_url": "https://wsr.imgdeliver.net/icons/fund-managers/bqaxvkfo.jpg",
"popularity_rank": 1
}
],
"reporting_year": 2025,
"reporting_quarter": 1,
"quarter_return": 4.37,
"aum": 258713622674,
"aum_last": 266378913674,
"aum_change": -7665291000,
"aum_change_percent": -2.88,
"aum_top_10": 233287632610,
"aum_top_10_as_percent_of_aum": 90.17,
"capital_flow": -3432517000,
"capital_flow_as_percent_of_aum": -1.33,
"etfs_percent": 0.0,
"turnover_percent": 2.15,
"holdings": 36,
"holdings_last": 38,
"holdings_change": -2,
"new_positions": 1,
"new_positions_last": 4,
"new_positions_change": -3,
"closed_positions": 3,
"closed_positions_last": 2,
"closed_positions_change": 1,
"increased_positions": 5,
"increased_positions_last": 7,
"increased_positions_change": -2,
"reduced_positions": 6,
"reduced_positions_last": 4,
"reduced_positions_change": 2
}
]
}