Company profile
Ticker
WEFCX, WEIFX
Employees
Incorporated
Location
Fiscal year end
Former names
Wildermuth Endowment Fund, Wildermuth Endowment Strategy Fund
SEC CIK
Latest filings (excl ownership)
NT-NCSR
Notice of inability to timely file Form N-CSR
10 Jun 24
NT-NCEN
Notice of inability to timely file Form N-CEN
10 Jun 24
DEFA14A
Additional proxy soliciting materials
8 Feb 24
DEFA14A
Additional proxy soliciting materials
23 Jan 24
DEFA14A
Additional proxy soliciting materials
23 Jan 24
DEFA14A
Additional proxy soliciting materials
19 Jan 24
DEFA14A
Additional proxy soliciting materials
2 Jan 24
DEF 14A
Definitive proxy
2 Jan 24
N-CSRS
Certified semi-annual shareholder report (management investment company)
8 Dec 23
PRE 14A
Preliminary proxy
22 Nov 23
Latest ownership filings
NPORT-P
Wildermuth Fund (Mar 2024 report)
29 May 24
5
ANTHONY H LEWIS
14 May 24
5
RANDY FRETZ
14 May 24
NPORT-P
Wildermuth Fund (Dec 2023 report)
28 Feb 24
5
Amanda Coetzee
13 Feb 24
5
Candice Amanda Lightfoot
13 Feb 24
3
Mitchell Mansfield
29 Nov 23
3
Samuel Cole
29 Nov 23
NPORT-P
Wildermuth Fund (Sep 2023 report)
21 Nov 23
NPORT-P
Wildermuth Fund (Jun 2023 report)
28 Aug 23
Funds
Series | Ticker | %Monthly Return ? | $Assets | #Holdings | As of | ||
---|---|---|---|---|---|---|---|
Wildermuth Fund | – | -0.10 | -0.50 | -1.30 | 102.92 mm | 58 | Sep 2023 |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
16 Jun 23 | Anthony H Lewis | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 10.08 | 17.483 | 176.23 | 1,769.239 |
16 Jun 23 | Randy Fretz | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 10.08 | 17.483 | 176.23 | 1,769.239 |
17 Mar 23 | Anthony H Lewis | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 12.01 | 4.466 | 53.64 | 1,769.239 |
17 Mar 23 | Randy Fretz | WILDERMUTH FUND - CLASS I | Buy | Acquire P | No | No | 12.01 | 4.466 | 53.64 | 1,769.239 |
17 Mar 23 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 7.21 | 0.6 | 4.33 | 235.382 |
28 Dec 22 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 12.94 | 2.182 | 28.24 | 234.782 |
16 Dec 22 | Candice Amanda Lightfoot | Wildermuth Fund CL I | Buy | Acquire P | Yes | No | 13.12 | 1.278 | 16.77 | 232.6 |