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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 18 of 18  ·  356 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PINS PINTEREST INC Communication Services 526.0 $10K -910.0 -63.4% $18.34 +10.5%
342 CE CELANESE CORP DEL Basic Materials 144.0 $9K -2K -94.3% $65.77 -22.2%
343 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 99.0 $9K -630.0 -86.4% $92.31 -5.9%
344 SMURFIT WESTROCK PLC 226.0 $9K -538.0 -70.4% $39.85
345 TPC TUTOR PERINI CORP Industrials 112.0 $9K -5.0 -4.3% $77.19 +1.0%
346 LVS LAS VEGAS SANDS CORP Consumer Cyclical 157.0 $8K -400.0 -71.8% $53.88 -9.6%
347 PAAS PAN AMERN SILVER CORP Basic Materials 139.0 $8K -7.0 -4.8% $54.63 -10.3%
348 CCL CARNIVAL CORP Consumer Cyclical 261.0 $7K -100.0 -27.7% $25.88 +19.3%
349 LYG LLOYDS BANKING GROUP PLC Financial Services 1,184.0 $6K -139.0 -10.5% $5.03 +10.1%
350 CNXC CONCENTRIX CORP Technology 201.0 $5K -8.0 -3.8% $27.36 -8.3%
351 AVA AVISTA CORP Utilities 128.0 $5K -4K -96.9% $40.14 -0.9%
352 PSKY PARAMOUNT SKYDANCE CORP Communication Services 458.0 $4K -3.0 -0.7% $9.02 +10.2%
353 KDP KEURIG DR PEPPER INC Consumer Defensive 137.0 $4K -584.0 -81.0% $26.33 +16.8%
354 CMC COMMERCIAL METALS CO Basic Materials 57.0 $4K -3.0 -5.0% $61.44 +17.8%
355 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 151.0 $2K -1K -87.9% $9.94 +7.7%
356 ADMA ADMA BIOLOGICS INC Healthcare 110.0 $991.0 -275.0 -71.4% $9.01 -7.8%
Page 18 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%