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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 24 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 2,361.0 $390K 0.01% $165.14 +7.6%
462 SPYG SPDR SERIES TRUST 3,980.0 $390K 0.01% $97.91 +22.1%
463 CVNA CARVANA CO Consumer Cyclical 1,225.0 $385K 0.01% -18.0 -1.4% $314.38 -78.8%
464 VANGUARD MUN BD FDS 5,078.0 $382K 0.01% $75.15
465 DASH DOORDASH INC Communication Services 2,540.0 $381K 0.01% $150.15 +15.5%
466 SJM SMUCKER J M CO Consumer Defensive 3,922.0 $378K 0.01% -1K -22.7% $96.44 +15.0%
467 SENEA SENECA FOODS CORP NEW Consumer Defensive 2,500.0 $378K 0.01% $151.12 +3.1%
468 IUSG ISHARES TR 2,425.0 $376K 0.01% $155.11 +21.6%
469 ADCT ADC THERAPEUTICS SA Healthcare 100,000.0 $375K 0.01% $3.75 -70.9%
470 OKTA OKTA INC Technology 4,694.0 $369K 0.01% -100.0 -2.1% $78.71 +49.7%
471 VONG VANGUARD SCOTTSDALE FDS 3,365.0 $369K 0.01% +33.0 +1.0% $109.69 +15.7%
472 CNM CORE & MAIN INC Industrials 7,464.0 $369K 0.01% +675.0 +9.9% $49.40 -1.7%
473 AKAM AKAMAI TECHNOLOGIES INC Technology 3,170.0 $364K 0.01% $114.85 +8.8%
474 AWI ARMSTRONG WORLD INDS INC NEW Industrials 2,200.0 $363K 0.01% -38.0 -1.7% $164.80 -4.2%
475 TSCO TRACTOR SUPPLY CO Consumer Cyclical 8,000.0 $362K 0.01% $45.30 -33.2%
476 ICLN ISHARES TR 19,786.0 $362K 0.01% $18.29 +15.4%
477 MSA MSA SAFETY INC Industrials 2,198.0 $360K 0.01% $163.95 +0.3%
478 OXY OCCIDENTAL PETE CORP Energy 5,484.0 $356K 0.01% -1K -20.8% $65.00 -20.3%
479 UBER UBER TECHNOLOGIES INC Technology 4,924.0 $354K 0.01% -260.0 -5.0% $71.93 -0.4%
480 VONE VANGUARD SCOTTSDALE FDS 1,200.0 $354K 0.01% NEW $295.12 +14.3%
Page 24 of 72  ·  1,423 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%