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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 32 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 APP APPLOVIN CORP Technology 425.0 $169K 0.00% -221.0 -34.2% $398.00 +18.0%
622 MBC MASTERBRAND INC Consumer Cyclical 20,330.0 $169K 0.00% NEW $8.31 +9.0%
623 FITB FIFTH THIRD BANCORP Financial Services 3,628.0 $169K 0.00% +933.0 +34.6% $46.46 +13.5%
624 CWEN CLEARWAY ENERGY INC Utilities 4,274.0 $168K 0.00% $39.29 -4.8%
625 CPNG COUPANG INC Consumer Cyclical 8,882.0 $168K 0.00% -100.0 -1.1% $18.88 -4.7%
626 SCHJ SCHWAB STRATEGIC TR 6,750.0 $167K 0.00% $24.73 -0.5%
627 WGO WINNEBAGO INDS INC Consumer Cyclical 5,385.0 $167K 0.00% -350.0 -6.1% $30.99 -7.5%
628 FXI ISHARES TR 4,631.0 $166K 0.00% -1K -21.8% $35.90 -7.2%
629 VRTX VERTEX PHARMACEUTICALS INC Healthcare 372.0 $166K 0.00% -257.0 -40.9% $446.54 +1.1%
630 VANGUARD MUN BD FDS 2,158.0 $165K 0.00% $76.29
631 FLOT ISHARES TR 3,224.0 $164K 0.00% $50.95 +0.1%
632 BWXT BWX TECHNOLOGIES INC Industrials 800.0 $164K 0.00% $204.49 +0.4%
633 BSX BOSTON SCIENTIFIC CORP Healthcare 2,603.0 $163K 0.00% +291.0 +12.6% $62.75 -27.8%
634 GRMN GARMIN LTD Technology 700.0 $162K 0.00% $232.01 +0.9%
635 LAMR LAMAR ADVERTISING CO Real Estate 1,280.0 $162K 0.00% $126.66 +18.2%
636 TRIN TRINITY CAP INC Financial Services 11,000.0 $162K 0.00% NEW $14.71 +14.4%
637 HUBB HUBBELL INC Industrials 329.0 $161K 0.00% $490.74 +6.7%
638 DFH DREAM FINDERS HOMES INC Consumer Cyclical 11,560.0 $161K 0.00% $13.92 +12.1%
639 CGAU CENTERRA GOLD INC Basic Materials 9,000.0 $160K 0.00% -5K -35.7% $17.79 -6.9%
640 BIIB BIOGEN INC Healthcare 867.0 $159K 0.00% $183.33 +7.2%
Page 32 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%