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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
+8.27%
1 Year Est. Return
+15.94%
3 Year Est. Return
+51.71%
5 Year Est. Return
+54.13%
10 Year Est. Return
–
AUM
$624M
AUM Growth
+$48.8M
Cap. Flow
+$10.5M
Cap. Flow %
1.68%
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21

Top Buys

Rank Stock Value
1
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$7.15M
2
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$4.09M
3
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
+$3.32M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$3.24M
5
WTV icon
WisdomTree US Value Fund
WTV
+$3.23M

Top Sells

Rank Stock Value
1
IHDG icon
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
+$5.47M
2
USMF icon
WisdomTree US Multifactor Fund
USMF
+$4.74M
3
NVDA icon
NVIDIA
NVDA
+$3.7M
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$2.87M
5
CALF icon
Pacer US Small Cap Cash Cows 100 ETF
CALF
+$2.31M

Sector Composition

Rank Sector Weight
1 Technology 11.53%
2 Financials 3.18%
3 Consumer Discretionary 2.97%
4 Communication Services 2.42%
5 Consumer Staples 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PCIG icon
276
Polen Capital International Growth ETF
PCIG
$27.4M
$128K 0.02%
+13,026
New +$123K
GAB icon
277
Gabelli Equity Trust
GAB
$1.74B
$127K 0.02%
21,842
– –
HIPS icon
278
GraniteShares HIPS US High Income ETF
HIPS
$111M
$121K 0.02%
10,000
– –
CODI icon
279
Compass Diversified
CODI
$752M
$107K 0.02%
17,116
+2,440
+17% +$27.1K
MRK icon
280
PUT
Merck
MRK
$307B
$103K 0.02%
1,300
– –
ETJ
281
Eaton Vance Risk-Managed Diversified Equity Income Fund
ETJ
$565M
$103K 0.02%
11,366
+250
+2% +$2.15K
EXG icon
282
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.95B
$101K 0.02%
11,500
– –
REAL icon
283
The RealReal
REAL
$1.39B
$95.8K 0.02%
20,000
– –
BX icon
284
PUT
Blackstone
BX
$151B
$89.7K 0.01%
+600
New +$82.4K
ACP
285
abrdn Income Credit Strategies Fund
ACP
$662M
$67K 0.01%
11,360
– –
MSFT icon
286
PUT
Microsoft
MSFT
$2.99T
$49.7K 0.01%
+100
New +$43.4K
PLBY icon
287
Playboy Inc
PLBY
$140M
$38.4K 0.01%
23,705
-4,538
-16% -$5.83K
RSP icon
288
PUT
Invesco S&P 500 Equal Weight ETF
RSP
$95.5B
$36.3K 0.01%
+200
New +$34.5K
INVZ icon
289
Innoviz Technologies
INVZ
$133M
$25.3K ﹤0.01%
15,400
+2,100
+16% +$1.83K
ADBE icon
290
Adobe
ADBE
$93.3B
– –
-546
Closed -$209K
ARKF icon
291
ARK Blockchain & Fintech Innovation ETF
ARKF
$750M
– –
-12,175
Closed -$405K
ARKW icon
292
ARK Web x.0 ETF
ARKW
$1.71B
– –
-2,638
Closed -$250K
DGS icon
293
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.7B
– –
-25,164
Closed -$1.22M
DON icon
294
WisdomTree US MidCap Dividend Fund
DON
$4B
– –
-5,643
Closed -$279K
EMSF icon
295
Matthews Emerging Markets Sustainable Future Active ETF
EMSF
$45.1M
– –
-8,686
Closed -$210K
EPS icon
296
WisdomTree US LargeCap Fund
EPS
$1.58B
– –
-7,157
Closed -$424K
FINX icon
297
Global X FinTech ETF
FINX
$172M
– –
-14,387
Closed -$397K
HYG icon
298
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.4B
– –
-2,558
Closed -$202K
MMM icon
299
3M
MMM
$83B
– –
-1,458
Closed -$214K
MOAT icon
300
VanEck Morningstar Wide Moat ETF
MOAT
$11.7B
– –
-2,486
Closed -$219K
9 10 11
12
13

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FWM
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VWS
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CAM
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DSC
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DA
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VU
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OC
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VP
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Insight Advisors's Q2 2025 Portfolio in Review

As of Q2 2025, Insight Advisors held 310 positions worth $624M, up 8.5% from $575M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Insight Advisors's Q2 2025 filing shows 28 new, 101 increased, 130 reduced and 21 closed positions. Its largest new stake was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M. The largest sale was WisdomTree International Hedged Quality Dividend Growth Fund, an estimated $5.47M.

By sector, the portfolio is most concentrated in Technology at 12% of assets, up from 11% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Insight Advisors's largest Q2 2025 buy was WisdomTree Europe Hedged Equity Fund: 85,637 shares worth $4.12M.
  • Insight Advisors added most to Alpha Architect 1-3 Month Box ETF in Q2 2025, an estimated $7.15M increase.
  • Insight Advisors's biggest Q2 2025 reduction was WisdomTree International Hedged Quality Dividend Growth Fund, cutting an estimated $5.47M.
  • Insight Advisors fully exited WisdomTree US Multifactor Fund in Q2 2025, selling an estimated $4.74M.
  • Insight Advisors's ten largest holdings make up 53% of its $624M portfolio in Q2 2025.
  • Insight Advisors opened 28 new positions and closed 21 in Q2 2025.
  • Insight Advisors's portfolio value rose 8.5% quarter-over-quarter to $624M.

Based on Insight Advisors's 13F filing for Q2 2025, filed 30 Jul 2025.