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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
DXJ icon
26
WisdomTree Japan Hedged Equity Fund
DXJ
$7.05B
$3.9M 0.63%
34,166
+12,872
+60% +$1.41M
NFLX icon
27
Netflix
NFLX
$290B
$3.65M 0.58%
27,230
+1,430
+6% +$162K
XSOE icon
28
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.04B
$3.45M 0.55%
100,150
+3,504
+4% +$112K
LCOW
29
Pacer S&P 500 Quality FCF Aristocrats ETF
LCOW
$26.5M
$3.45M 0.55%
+158,430
New +$3.32M
VGT icon
30
Vanguard Information Technology ETF
VGT
$139B
$3.4M 0.55%
41,040
+296
+0.7% +$21.5K
VTV icon
31
Vanguard Value ETF
VTV
$186B
$3.39M 0.54%
19,169
-51
-0.3% -$8.61K
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.22T
$3.37M 0.54%
18,973
+205
+1% +$33.9K
COST icon
33
Costco
COST
$417B
$3.31M 0.53%
3,340
-31
-0.9% -$30.8K
IJH icon
34
iShares Core S&P Mid-Cap ETF
IJH
$122B
$3.17M 0.51%
51,146
+1,822
+4% +$107K
IGLD icon
35
FT Vest Gold Strategy Target Income ETF
IGLD
$500M
$3.08M 0.49%
141,656
+941
+0.7% +$20.3K
TLH icon
36
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$2.9M 0.46%
28,507
+2,550
+10% +$256K
ICOW icon
37
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.77B
$2.68M 0.43%
78,773
-13,694
-15% -$442K
FSIG icon
38
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.56B
$2.65M 0.43%
138,739
+2,951
+2% +$56K
GLD icon
39
SPDR Gold Trust
GLD
$130B
$2.64M 0.42%
8,650
+6,259
+262% +$1.9M
GCOW icon
40
Pacer Global Cash Cows Dividend ETF
GCOW
$3.31B
$2.61M 0.42%
+68,631
New +$2.53M
AMD icon
41
Advanced Micro Devices
AMD
$808B
$2.59M 0.41%
18,239
+1,033
+6% +$112K
SIGI icon
42
Selective Insurance
SIGI
$5.78B
$2.58M 0.41%
29,805
– –
VOT icon
43
Vanguard Mid-Cap Growth ETF
VOT
$19.1B
$2.41M 0.39%
8,481
-39
-0.5% -$10.1K
BX icon
44
Blackstone
BX
$155B
$2.19M 0.35%
14,628
-134
-0.9% -$18.4K
META icon
45
Meta Platforms (Facebook)
META
$1.64T
$2.18M 0.35%
2,949
-791
-21% -$489K
IVE icon
46
iShares S&P 500 Value ETF
IVE
$48.8B
$2.12M 0.34%
10,831
+8,171
+307% +$1.52M
TSLA icon
47
Tesla
TSLA
$1.43T
$2.07M 0.33%
6,520
-338
-5% -$102K
VBK icon
48
Vanguard Small-Cap Growth ETF
VBK
$23.4B
$2.06M 0.33%
7,453
– –
EPI icon
49
WisdomTree India Earnings Fund ETF
EPI
$2.05B
$2.06M 0.33%
43,463
+24,298
+127% +$1.1M
EES icon
50
WisdomTree US SmallCap Earnings Fund
EES
$723M
$2.04M 0.33%
40,118
+1,765
+5% +$85.2K
1
2
3 4 5

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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.