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Portfolio (Quarterly) Guide ↗

Wilmington Savings Fund Society, FSB

· CIK 0000900974
13F Portfolio $4.3B AUM 1,945 positions Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 1373 New
Page 57 of 69  ·  1,373 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 SMCI SUPER MICRO COMPUTER INC Technology 540.0 $16K NEW $29.27 -7.0%
1122 QS QUANTUMSCAPE CORP Consumer Cyclical 1,500.0 $16K NEW $10.42 -32.1%
1123 ALGN ALIGN TECHNOLOGY INC Healthcare 100.0 $16K NEW $156.15 +18.2%
1124 LFUS LITTELFUSE INC Technology 59.0 $15K NEW $252.92 +65.5%
1125 SUPN SUPERNUS PHARMACEUTICALS INC Healthcare 300.0 $15K NEW $49.70 -3.3%
1126 TAN INVESCO EXCH TRADED FD TR II 300.0 $15K NEW $49.12 +14.7%
1127 BGY BLACKROCK ENHANCED INTL DIV Financial Services 2,500.0 $15K NEW $5.88 -2.6%
1128 TSAT TELESAT CORP Technology 500.0 $15K NEW $29.10 +58.9%
1129 GEO GEO GROUP INC NEW Industrials 900.0 $15K NEW $16.12 +87.7%
1130 CWAN CLEARWATER ANALYTICS HLDGS I Technology 600.0 $14K NEW $24.12 +1.8%
1131 ENPH ENPHASE ENERGY INC Energy 450.0 $14K NEW $32.05 +34.4%
1132 SMOG VANECK ETF TRUST 110.0 $14K NEW $129.63 +12.9%
1133 VICI VICI PPTYS INC Real Estate 500.0 $14K NEW $28.12 -3.3%
1134 SXC SUNCOKE ENERGY INC Energy 1,934.0 $14K NEW $7.20 +8.6%
1135 U HAUL HOLDING COMPANY 297.0 $14K NEW $46.74
1136 CM CANADIAN IMPERIAL BANK OF CO Financial Services 152.0 $14K NEW $90.61 +25.7%
1137 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 696.0 $14K NEW $19.71 -5.5%
1138 RITM RITHM CAPITAL CORP Real Estate 1,250.0 $14K NEW $10.90 -16.6%
1139 COGT COGENT BIOSCIENCES INC Healthcare 380.0 $13K NEW $35.52 +8.9%
1140 CYBERARK SOFTWARE LTD 30.0 $13K NEW $446.07
Page 57 of 69  ·  1,373 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 25.1%
Financial Services 15.9%
Communication Services 15.8%
Healthcare 13.9%
Industrials 9.5%
Consumer Defensive 6.6%
Consumer Cyclical 6.1%
Energy 3.3%
Utilities 1.8%
Basic Materials 1.7%