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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
(+8.5%)
Cap. Flow
+$10.5M
Cap. Flow
% of AUM
1.68%
Top 10 Holdings %
Top 10 Hldgs %
52.65%
Holding
310
New
28
Increased
101
Reduced
130
Closed
21
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alpha Architect 1-3 Month Box ETF
BOXX
|
+$7.15M |
| 2 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$4.09M |
| 3 |
LCOW
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
|
+$3.32M |
| 4 |
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
|
+$3.24M |
| 5 |
WisdomTree US Value Fund
WTV
|
+$3.23M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
|
+$5.47M |
| 2 |
WisdomTree US Multifactor Fund
USMF
|
+$4.74M |
| 3 |
NVIDIA
NVDA
|
+$3.7M |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$2.87M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
|
NBCC
301
DELISTED
Neuberger Berman Next Generation Connected Consumer ETF
NBCC
| – | – |
-10,645
| Closed | -$260K |
|
302
PUT
Netflix
NFLX
$290B
| – | – |
-10,000
| Closed | -$933K |
|
303
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.7B
| – | – |
-6,612
| Closed | -$338K |
|
304
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$776M
| – | – |
-4,484
| Closed | -$279K |
|
305
Pfizer
PFE
$143B
| – | – |
-8,477
| Closed | -$215K |
|
306
Banco Santander
SAN
$194B
| – | – |
-10,863
| Closed | -$72.8K |
|
307
State Street SPDR Portfolio TIPS ETF
SPIP
$1,000M
| – | – |
-8,872
| Closed | -$234K |
|
308
Thermo Fisher Scientific
TMO
$198B
| – | – |
-454
| Closed | -$226K |
|
|
309
WisdomTree US Multifactor Fund
USMF
$300M
| – | – |
-95,536
| Closed | -$4.74M |
|
|
WIMI
310
WiMi Hologram Cloud
WIMI
$22.4M
| – | – |
-2,080
| Closed | -$20.2K |
|
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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.