Wendy Sherman: net worth, assets and stock trades

Wendy Sherman in short

What is Wendy Sherman's net worth?

Based on the 2023 financial disclosure report (filed September 26, 2023), Wendy Sherman's net worth was between $3.1 million and $10.0 million, with a middle estimate of $6.6 million. The report lists 164 assets worth $4.2 million to $10.5 million and 2 liabilities of $515,000 to $1.1 million. Values are filed as ranges, so net worth is a range. As reported, the figures leave out the personal home.

What stocks does Wendy Sherman own?

The 2023 report lists 29 stock, fund and option holdings. The largest are: IUSB - ISHARES CORE TOTAL BOND ETF, $100,001 - $250,000; IUSB - ISHARES CORE TOTAL BOND ETF, $100,001 - $250,000; EFAV - ISHARES EDGE MSCI MIN VOL EAFE, $50,001 - $100,000; MTUM - ISHARES EDGE MSCI US MOMENTUM, $50,001 - $100,000; XLP - CONS STAPLES SEL SECT SPDR FD, $50,001 - $100,000; IUSB - ISHARES CORE TOTAL BOND ETF, $50,001 - $100,000; VANGUARD SHORT TERM BND (BSV), $50,001 - $100,000; VANGUARD WELLESLEY INC INV (VWINX), $50,001 - $100,000; XLP - CONS STAPLES SEL SECT SPDR FD, $50,001 - $100,000; IEI - ISHARES 3-7 YR TREASURY BD ETF, $50,001 - $100,000. Some are held by the spouse.

Does Wendy Sherman trade stocks?

Wendy Sherman reported 49 trades (28 buys and 21 sells), the latest on April 20, 2023. Trades by the spouse and dependent children are included.

From official financial disclosure reports. Amounts are filed as ranges, so values are estimates.