Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund
Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund
Your view on SLWS
Overview
What the company does, where it operates, and who runs it.
About Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 200 Halleck Street, Suite 100, San Francisco, CA, US
- Industry
- Asset Management
- Sector
- Financial Services
- CEO
- Not available
- Headquarters
- 200 Halleck Street, Suite 100, San Francisco, CA, US
WISD broadly invests in global fixed-income securities with a short duration of one year or less. The funds portfolio includes US and foreign bonds, debt securities, commercial paper, mortgage-backed securities, floating-rate securities, and up to 30% in asset-backed securities, such as CLOs rated investment-grade. Junk bonds are limited to 15% of net assets. The fund may invest up to 50% in foreign-denominated securities, including 10% in emerging markets. Foreign currency exposure is capped at 10% using derivatives such as treasury and bond futures, swaps, and credit default swaps to hedge interest rate and currency risks. The fund may have a higher portfolio turnover rate due to active and frequent trading. Prior to November 11, 2025, the fund operated as a mutual fund before converting to an actively managed ETF structure, launching with $368.81 million in assets.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks the stock is worth vs. the current price.
FRC's fair value estimate for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund, and the rating behind it. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund valued side by side against its closest peers. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
Which funds and firms own the stock.
Which institutions hold Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund, and how their positions are changing. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings.
Insider Trading
Recent buying and selling by company executives.
Buying and selling by Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund executives and directors. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned.
Senate Trading
U.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely.
House Trading
U.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. Representatives' reported transactions in this security, shown next to the company's fundamentals.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Spend Life Wisely Funds investment trust - Wisdom Short Duration Income ETF Fund. Press releases and market coverage, newest first.