The world’s richest family has just unveiled these revealing risk-off stock movements

Walton Family Members (L to R) Rob, Alice and Jim Walton leave the stage after presenting an award at the Wal-Mart Annual Meeting in Fayetteville, Arkansas, on June 5, 2015. Wal-Mart Stores Inc appointed Vice President Greg Penner as its new chairman on Friday, replacing his father-in-law Rob Walton and cementing the founding family's influence over the board of directors of the world's largest retailer.
Walton family members, from left to right, Rob, Alice and Jim.

  • The investment company for the world’s richest family has just revealed more exposure to short-term treasury funds.
  • The Walton Investment Team also reduced its exposure to equities in emerging markets.
  • The Walton family’s fortune was about $ 238 billion earlier this year, half of which is due to Walmart.
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The investment company for the world’s richest family has just unveiled traditionally risky stock movements, including more exposure to short-term government funds and less exposure to stocks in emerging markets.

The Walton Investment Team, or WIT, had about $ 5 billion in equities and exchange-traded funds at the end of the third quarter, most of which was invested in low-cost ETFs, Bloomberg reported Monday, citing regulatory applications to the U.S. Securities and Exchange Commission.

WIT, which manages a portfolio for the family behind retail giant Walmart, increased its stake in the Vanguard Short-Term Treasury ETF by adding 9.66 million shares. The position amounts to $ 1.36 billion, up from $ 593.1 million.

The company also strengthened its investments in the iShares Short-Term National Muni Bond ETF.

Meanwhile, WIT reduced its exposure to the Vanguard FTSE Emerging Markets fund by nearly 5 million shares, which now amount to just $ 1.8 billion.

The Walton family’s fortune was about $ 238 billion earlier this year, according to the Bloomberg Billionaires Index, half of which is due to Walmart.

Sam Walton founded Walmart in 1950, and his descendants were previously very low-key in terms of their enormous wealth. But it has become more and more difficult as the SEC requires those who manage more than $ 100 million in shares to disclose holdings, Bloomberg reported.

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