Wikimedia Foundation investments

The Wikimedia Foundation holds, as of June 30 2018, $50,555,375 of short-term investments and $10,697,763 of long-term investments. The WMF's investment philosophy "favors preservation of capital, income and liquidity over‎ capital appreciation, which has higher volatility".[1]

HistoryEdit

In 2013, Rockefeller & Company was the WMF's financial adviser.[2] In 2014, U.S. Trust was selected as the investment advisor for the Wikimedia Foundation.[3] WMF's assets were transferred from Rockefeller to US Trust in 2014-2015.[4]

Year Investments Investment
income, net
Short-term Long-term
2005-2006 78,415 16,289
2006-2007 38,986
2007-2008 37,902 21,497
2008-2009 17,954
2009-2010 5,539,587 7,219
2010-2011 5,848,801 36,856
2011-2012 3,600,401 44,436
2012-2013 17,579,068 17,422
2013-2014 23,260,646 - 243,707
2014-2015 29,008,310 9,259,798 445,341
2015-2016 31,851,807 11,066,552 813,377
2016-2017 55,882,312 5,896,639 1,157,288
2017-2018 50,555,375 10,697,763 835,304
2018-2019 52,989,896 11,597,936 4,640,534

See alsoEdit

ReferencesEdit