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Wildermuth Fund

Company Name Wildermuth Fund
Stock Symbol WESFX, WEFCX, WEIFX

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If you suffered a loss on your Wildermuth Fund investments or would like to inquire about joining an action to recover your loss under the federal securities laws, please complete the form below. Please note that submission of this form does not by itself form an attorney-client relationship nor does filing out this form mean you have joined any lawsuit.

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Background

The Wildermuth Fund (the “Fund”) was a mutual fund which purported to provide investors access to a diversified portfolio of asset classes, including private equity. Wildermuth Advisory, LLC (the “Adviser”) served as the Fund’s investment adviser.

On June 29, 2023, the Fund announced that, based upon the recommendation of the Adviser, the Board of Trustees had approved a plan of liquidation for the Fund. 

On November 1, 2023, as part of liquidation, the Board replaced the Advisor with a new investment advisor.

Following this replacement, the new investment advisor undertook a review of the Fund’s assets. It determined that the fair values of several of the Fund’s investments were significantly lower than previously calculated.

By 2024, the Company’s net asset value was revised to less than $2.00 per share, an 80% reduction from its prior levels.

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