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Portfolio (Quarterly) Guide ↗

Wilmington Savings Fund Society, FSB

· CIK 0000900974
13F Portfolio $4.2B AUM 2,009 positions Filed Apr 30, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 125 New 226 Added 356 Reduced 75 Exited
Page 11 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 RDVT RED VIOLET INC Technology 700.0 $24K 0.00% +200.0 +40.0% $34.60 +59.2%
202 YOU CLEAR SECURE INC Technology 500.0 $24K 0.00% +200.0 +66.7% $48.41 +4.9%
203 LYV LIVE NATION ENTERTAINMENT IN Communication Services 157.0 $24K 0.00% +7.0 +4.7% $152.52 +12.3%
204 VOX ROYALTY CORP 4,400.0 $23K 0.00% +900.0 +25.7% $5.24
205 VICI VICI PPTYS INC Real Estate 825.0 $23K 0.00% +325.0 +65.0% $27.32 -3.8%
206 AXON AXON ENTERPRISE INC Industrials 47.0 $20K +8.0 +20.5% $424.70 -0.3%
207 MAREX GROUP PLC 441.0 $20K +157.0 +55.3% $44.58
208 SXC SUNCOKE ENERGY INC Energy 2,746.0 $18K +812.0 +42.0% $6.51 +32.7%
209 AROC ARCHROCK INC Energy 500.0 $17K +200.0 +66.7% $34.80 +6.2%
210 WELL WELLTOWER INC Real Estate 87.0 $17K +54.0 +163.6% $197.71 +4.5%
211 OKLO OKLO INC Utilities 318.0 $16K +53.0 +20.0% $49.59 +23.3%
212 HMC HONDA MOTOR CO LTD Consumer Cyclical 644.0 $16K +294.0 +84.0% $24.31 +8.0%
213 BANX ARROWMARK FINANCIAL CORP Financial Services 700.0 $13K +200.0 +40.0% $19.06 +2.9%
214 HE HAWAIIAN ELEC INDS INC MTN B Utilities 896.0 $13K +596.0 +198.7% $14.84 -12.3%
215 IDCC INTERDIGITAL INC Technology 40.0 $12K +10.0 +33.3% $302.00 -2.0%
216 BOE BLACKROCK ENHANCED GLOBAL Financial Services 775.0 $8K +650.0 +520.0% $10.96 +8.4%
217 ING ING GROEP N.V. Financial Services 301.0 $8K +11.0 +3.8% $26.05 +20.4%
218 ARKF ARK ETF TR 200.0 $8K +100.0 +100.0% $38.01 +5.3%
219 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 234.0 $7K +134.0 +134.0% $32.01 +1.5%
220 POLESTAR AUTOMOTIVE HLDG UK 330.0 $6K +327.0 +10000.0% $18.42
Page 11 of 12  ·  226 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 23.4%
Financial Services 16.3%
Communication Services 15.0%
Healthcare 13.5%
Industrials 10.3%
Consumer Defensive 6.8%
Consumer Cyclical 5.7%
Energy 4.5%
Utilities 2.0%
Basic Materials 2.0%