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Ensign Peak Advisors is based out of Salt Lake City. Their last reported 13F filing for Q3 2022 included $40,257,495,000 in managed 13F securities and a top 10 holdings concentration of 25.24%. Ensign Peak Advisors's largest holding is Apple Inc with shares held of 15,622,757. Whalewisdom has at least 12 13F filings, and 3 13G filings


13F Activity

  • Market Value $40.257 Billion
  • Prior Market Value $42.075 Billion
  • New Purchases238 stocks
  • Additional Purchases785 stocks
  • Sold out of89 stocks
  • Reduced holdings in641 stocks
  • Top 10 Holdings % 25.24 %
  • Turnover % [1]:14.16%
  • Turnover Alt % [2]: 9.43 %
  • Time Held Top20:5.60 quarters
  • Time Held Top10:6.70 quarters
  • Time Held All:7.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -8.1%
Performance Last 4 Quarters: -19.11%
Performance Metrics
Stats are not available for the latest quarter

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Global (ex. US) Holdings

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Stale Holdings (no activity in past 21-months or sold out)

Source: Refinitiv. Stale holdings data removed after 21-months of inactivity.

Active Schedule 13D and 13G events

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Insider Transactions in the past year


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