WPIC

White Pine Investment Company Portfolio holdings

AUM $421M
1-Year Est. Return 17.68%
This Quarter Est. Return
1 Year Est. Return
+17.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$188M
AUM Growth
+$2.14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1 +$3.51M
2 +$1.32M
3 +$894K
4
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$214K
5
GE icon
GE Aerospace
GE
+$200K

Top Sells

1 +$3.41M
2 +$1.26M
3 +$355K
4
AIVL icon
WisdomTree US AI Enhanced Value Fund
AIVL
+$183K
5
TEF icon
Telefonica
TEF
+$130K

Sector Composition

1 Financials 20.42%
2 Technology 13.87%
3 Industrials 10.09%
4 Healthcare 7.52%
5 Energy 6.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$303K 0.16%
5,468
+1,060
52
$235K 0.13%
4,291
-55
53
$214K 0.11%
+673
54
-72,633
55
-355