Wikimedia Foundation investments
The Wikimedia Foundation holds, as of June 30 2020, $95,302,300 of short-term investments and $12,293,520 of long-term investments. The WMF's investment philosophy "favors preservation of capital, income and liquidity over capital appreciation, which has higher volatility".[1]
History
editIn 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 |
| 2019-2020 | 95,302,300 | 12,293,520 | 5,512,480 |
| 2020-2021 | 117,288,017 | 20,196,126 | 4,352,289 |
See also
edit- wmf:Wikimedia Foundation Investment Policy
- wmf:Investment Guidance
- Wikimedia Endowment
- US Trust Investment Portfolio Reviews
References
edit- ↑ Wikimedia_Foundation_reports/Financial/Audits/2017-2018_-_frequently_asked_questions#What_is_the_Wikimedia_Foundation’s_approach_to_investment?
- ↑ Wikimedia_Foundation_Audit_Committee/2013-07-23#Questions,_issues_and_concerns_regarding_a_new_investment_plan
- ↑ wmf:Audit_Committee/2014-09-18#Investment_advisor
- ↑ wmf:Audit_Committee/2015-03-16#Endowment_Update