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Insight Advisors Portfolio holdings

AUM $525M
1-Year Est. Return 15.94%
This Fund
S&P 500
This Quarter Est. Return
-1.51%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$525M
AUM Growth
-$135M
Cap. Flow
-$124M
Cap. Flow %
-23.64%
Top 10 Hldgs %
58.36%
Holding
297
New
14
Increased
100
Reduced
114
Closed
54

Top Buys

1
ATTR
Arin Tactical Tail Risk ETF
ATTR
+$3.12M
2
HECA
Hedgeye Capital Allocation ETF
HECA
+$2.42M
3
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.3M
4
TROW icon
T. Rowe Price
TROW
+$1.58M
5
YELP icon
Yelp
YELP
+$1.43M

Top Sells

1
QGRW icon
WisdomTree US Quality Growth Fund
QGRW
+$15.2M
2
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$15.2M
3
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$8.09M
4
WTV icon
WisdomTree US Value Fund
WTV
+$8.08M
5
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$7.99M

Sector Composition

1 Technology 13.73%
2 Communication Services 3.51%
3 Financials 3.37%
4 Consumer Discretionary 2.71%
5 Healthcare 1.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTGP icon
276
WisdomTree Mortgage Plus Bond Fund
MTGP
$66M
– –
-97,196
Closed -$4.33M
MTUM icon
277
iShares MSCI USA Momentum Factor ETF
MTUM
$25.8B
– –
-879
Closed -$220K
NOW icon
278
ServiceNow
NOW
$107B
– –
-1,344
Closed -$206K
PYPL icon
279
PayPal
PYPL
$50B
– –
-7,388
Closed -$431K
SO icon
280
Southern Company
SO
$108B
– –
-3,137
Closed -$274K
TFC icon
281
Truist Financial
TFC
$66.3B
– –
-4,325
Closed -$213K
TLH icon
282
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
– –
-26,506
Closed -$2.69M
TMO icon
283
Thermo Fisher Scientific
TMO
$202B
– –
-401
Closed -$233K
TOKE
284
DELISTED
Cambria Cannabis ETF
TOKE
– –
-12,000
Closed -$73.9K
UNH icon
285
UnitedHealth
UNH
$384B
– –
-817
Closed -$270K
USFR icon
286
WisdomTree Floating Rate Treasury Fund
USFR
$17.9B
– –
-5,898
Closed -$297K
VIGI icon
287
Vanguard International Dividend Appreciation ETF
VIGI
$8.88B
– –
-2,397
Closed -$219K
VNQ icon
288
Vanguard Real Estate ETF
VNQ
$39.6B
– –
-2,273
Closed -$201K
VOOG icon
289
Vanguard S&P 500 Growth ETF
VOOG
$25.7B
– –
-14,802
Closed -$1.1M
VYMI icon
290
Vanguard International High Dividend Yield ETF
VYMI
$20.1B
– –
-3,768
Closed -$339K
WTAI icon
291
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$571M
– –
-29,900
Closed -$871K
WTV icon
292
WisdomTree US Value Fund
WTV
$3.1B
– –
-86,556
Closed -$8.08M
XLF icon
293
State Street Financial Select Sector SPDR ETF
XLF
$54.8B
– –
-4,001
Closed -$219K
XSOE icon
294
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
– –
-99,595
Closed -$3.89M
TTEQ
295
T. Rowe Price Technology ETF
TTEQ
$333M
– –
-9,598
Closed -$312K
LCOW
296
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$26.5M
– –
-172,278
Closed -$4.12M
WDEF
297
WisdomTree Europe Defense Fund
WDEF
$90M
– –
-14,537
Closed -$422K
8 9 10 11
12

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FWM
Fonville Wealth Management Richmond, Virginia $525M AUM 16.61% 1-Year Est. Return
VWS
Virtus Wealth Solutions Cranford, New Jersey $525M AUM 96.86% 1-Year Est. Return
CAM
Columbia Asset Management Ann Arbor, Michigan $525M AUM 21.5% 1-Year Est. Return
DSC
Duncker Streett & Co St. Louis, Missouri $526M AUM 22.2% 1-Year Est. Return
DA
Drake & Associates Waukesha, Wisconsin $525M AUM 14.04% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $526M AUM 31.17% 1-Year Est. Return
OC
Oakmont Corp Los Angeles, California $526M AUM 7.52% 1-Year Est. Return
VP
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Insight Advisors's Q1 2026 Portfolio in Review

As of Q1 2026, Insight Advisors held 297 positions worth $525M, down 20% from $661M the previous quarter. Its ten largest holdings account for 58% of the portfolio.

Insight Advisors withdrew a net $124M in Q1 2026, closing 54 positions and reducing 114 holdings. Its most notable exit was WisdomTree Dynamic International Equity Fund, an estimated $8.09M position sold in full.

By sector, the portfolio is most concentrated in Technology at 14% of assets, up from 13% a quarter earlier, followed by Communication Services and Financials.

Against the trend, Insight Advisors opened a new position in T. Rowe Price worth $1.47M.

  • Insight Advisors's largest Q1 2026 buy was T. Rowe Price: 16,352 shares worth $1.47M.
  • Insight Advisors added most to Arin Tactical Tail Risk ETF in Q1 2026, an estimated $3.12M increase.
  • Insight Advisors's biggest Q1 2026 reduction was WisdomTree US Quality Growth Fund, cutting an estimated $15.2M.
  • Insight Advisors fully exited WisdomTree Dynamic International Equity Fund in Q1 2026, selling an estimated $8.09M.
  • Insight Advisors's ten largest holdings make up 58% of its $525M portfolio in Q1 2026.
  • Insight Advisors opened 14 new positions and closed 54 in Q1 2026.
  • Insight Advisors's portfolio value fell 20% quarter-over-quarter to $525M.

Based on Insight Advisors's 13F filing for Q1 2026, filed 12 May 2026.