Wildermuth Endowment Strategy Fund (WESFX) is a publicly traded company in the Unknown sector. Across all available filings, 10 corporate insiders have executed 136 transactions totaling $2.2M, demonstrating a bearish sentiment with -$832.8K in net insider flow. The most recent transaction on Mar 17, 2023 involved a purchase of 0.6 shares valued at $4.
No significant insider buying has been recorded for WESFX in the recent period.
No significant insider selling has been recorded for WESFX in the recent period.
Based on recent SEC filings, insider sentiment for WESFX is bearish with an Insider Alignment Score of 31/100 and a net flow of -$832.8K. Insiders are reducing their positions, though this can be driven by factors unrelated to company outlook.
Insider trading at Wildermuth Endowment Strategy Fund (WESFX) refers to stock transactions made by corporate insiders—executives, directors, and beneficial owners holding more than 10% of the company's shares. These individuals have access to material non-public information and are required by law to report their trades to the SEC within two business days. Currently, 10 insiders are actively trading WESFX stock, having executed 136 transactions in the past 90 days. The most active insider is Advisory, Llc Wildermuth (Executive), who has made 20 transactions totaling $792.4K.
Get notified when executives and directors at WESFX file new Form 4 transactions
Date | Insider | Title | Type | Shares | Price | Value | Flags |
|---|---|---|---|---|---|---|---|
| Mar 17, 2023 | Amanda Lightfoot Candice | Executive | Purchase | 0.6 | $7.21 | $4 | |
| Jan 31, 2023 | R. Henry Donald | Executive | Small Acquisition | 412.54 | $12.12 | $5.0K | |
| Jan 31, 2023 | Fretz Randy | Executive | Small Acquisition | 412.54 | $12.12 | $5.0K | |
| Jan 31, 2023 | H. Lewis Anthony | Executive | Small Acquisition | 412.54 | $12.12 | $5.0K | |
| Dec 29, 2022 | Fretz Randy | Executive | Small Acquisition | 12.41 | $12.94 | $161 | |
| Dec 29, 2022 | H. Lewis Anthony | Executive | Small Acquisition | 12.41 | $12.94 | $161 | |
| Dec 28, 2022 | Amanda Lightfoot Candice | Executive | Purchase | 2.18 | $12.94 | $28 | |
| Dec 16, 2022 | Amanda Lightfoot Candice | Executive | Purchase | 1.28 | $13.12 | $17 | |
| Dec 16, 2022 | Fretz Randy | Executive | Small Acquisition | 7.84 | $13.12 | $103 | |
| Dec 16, 2022 | H. Lewis Anthony | Executive | Small Acquisition | 7.84 | $13.12 | $103 | |
| Sep 16, 2022 | Fretz Randy | Executive | Small Acquisition | 6.63 | $13.56 | $90 | |
| Sep 16, 2022 | H. Lewis Anthony | Executive | Small Acquisition | 6.63 | $13.56 | $90 | |
| Jul 29, 2022 | R. Henry Donald | Executive | Small Acquisition | 5,000 | $13.68 | $68.4K | |
| Jul 29, 2022 | Fretz Randy | Executive | Small Acquisition | 5,000 | $13.68 | $68.4K | |
| Jul 29, 2022 | H. Lewis Anthony | Executive | Small Acquisition | 5,000 | $13.68 | $68.4K |
| TYPE | COUNT | VALUE | % |
|---|---|---|---|
Sale(S) | 4 | $1.5M | 49.1% |
Small Acquisition(L) | 29 | $821.2K | 27.0% |
Purchase(P) | 74 | $659.6K | 21.7% |
Award(A) | 4 | $40.0K | 1.3% |
Other(J) | 25 | $29.0K | 1.0% |
Insider selling pressure at Wildermuth Endowment Strategy Fund has increased, with 10 insiders executing 136 transactions across all time. Total sales of $1.5M significantly outpace purchases of $659.6K, resulting in a net outflow of $832.8K. This selling activity appears largely discretionary, which may warrant closer attention from investors.