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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 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AFG AMERICAN FINANCIAL GROUP INC Financial Services 3,106.0 $397K 0.01% -45.0 -1.4% $127.71 +4.1%
202 CVNA CARVANA CO Consumer Cyclical 1,225.0 $385K 0.01% -18.0 -1.4% $314.38 -78.8%
203 SJM SMUCKER J M CO Consumer Defensive 3,922.0 $378K 0.01% -1K -22.7% $96.44 +15.0%
204 OKTA OKTA INC Technology 4,694.0 $369K 0.01% -100.0 -2.1% $78.71 +49.7%
205 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,200.0 $363K 0.01% -38.0 -1.7% $164.80 -4.2%
206 OXY OCCIDENTAL PETE CORP Energy 5,484.0 $356K 0.01% -1K -20.8% $65.00 -20.3%
207 UBER UBER TECHNOLOGIES INC Technology 4,924.0 $354K 0.01% -260.0 -5.0% $71.93 -0.4%
208 ANET ARISTA NETWORKS INC Technology 2,829.0 $347K 0.01% -20.0 -0.7% $122.78 +38.2%
209 VBK VANGUARD INDEX FDS 1,144.0 $346K 0.01% -125.0 -9.8% $302.25 +18.0%
210 ZTS ZOETIS INC Healthcare 2,920.0 $345K 0.01% -15K -83.6% $118.21 -33.4%
211 VNQ VANGUARD INDEX FDS 3,835.0 $340K 0.01% -200.0 -5.0% $88.70 +7.7%
212 KGC KINROSS GOLD CORP Basic Materials 11,000.0 $336K 0.01% -5K -31.2% $30.52 -12.6%
213 NEM NEWMONT CORP Basic Materials 3,063.0 $332K 0.01% -1K -31.3% $108.25 -4.1%
214 CTAS CINTAS CORP Industrials 1,926.0 $326K 0.01% -1K -34.6% $169.14 +1.0%
215 HPE HEWLETT PACKARD ENTERPRISE C Technology 13,413.0 $319K 0.01% -850.0 -6.0% $23.81 +99.1%
216 COIN COINBASE GLOBAL INC Financial Services 1,808.0 $316K 0.01% -13.0 -0.7% $174.61 -6.5%
217 APTIV PLC 4,390.0 $305K 0.01% -29.0 -0.7% $69.44
218 VLTO VERALTO CORP Industrials 3,312.0 $293K 0.01% -4K -56.0% $88.42 -5.0%
219 MU MICRON TECHNOLOGY INC Technology 863.0 $292K 0.01% -518.0 -37.5% $337.84 +235.7%
220 VTIP VANGUARD MALVERN FDS 5,474.0 $273K 0.01% -281.0 -4.9% $49.95 +0.5%
Page 11 of 18  ·  356 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%