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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 57 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1121 EAT BRINKER INTL INC Consumer Cyclical 113.0 $16K NEW $142.77 +15.5%
1122 VICR VICOR CORP Technology 100.0 $16K -230.0 -69.7% $161.00 +105.8%
1123 VSCO VICTORIAS SECRET AND CO Consumer Cyclical 346.0 $16K $46.36 +76.8%
1124 VCRB VANGUARD MALVERN FDS 205.0 $16K $77.38 -0.3%
1125 PAYC PAYCOM SOFTWARE INC Technology 130.0 $16K $121.54 +2.7%
1126 OKLO OKLO INC Utilities 318.0 $16K +53.0 +20.0% $49.59 +23.3%
1127 HMC HONDA MOTOR CO LTD Consumer Cyclical 644.0 $16K +294.0 +84.0% $24.31 +8.0%
1128 SMOG VANECK ETF TRUST 110.0 $15K $138.76 +5.1%
1129 GEO GEO GROUP INC Industrials 900.0 $15K $16.81 +74.2%
1130 DOX AMDOCS LTD Technology 230.0 $15K $65.26 -21.1%
1131 RGTZ TIDAL TRUST II 550.0 $15K $27.12 -88.1%
1132 BIPC BROOKFIELD INFRASTRUCTURE CO Utilities 373.0 $15K $39.52 +0.2%
1133 COGT COGENT BIOSCIENCES INC Healthcare 380.0 $15K $38.49 -10.3%
1134 RXO RXO INC Industrials 1,000.0 $15K $14.62 +73.7%
1135 CM CANADIAN IMPERIAL BANK OF CO Financial Services 152.0 $14K $94.75 +17.9%
1136 BMEZ BLACKROCK HEALTH SCIENCES TE Financial Services 1,000.0 $14K NEW $14.36 +1.3%
1137 KYN KAYNE ANDERSON ENERGY INFRST Financial Services 1,000.0 $14K $14.28 -7.1%
1138 NU NU HLDGS LTD Financial Services 973.0 $14K $14.37 -11.6%
1139 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 200.0 $14K -700.0 -77.8% $69.37 +16.4%
1140 EMXC ISHARES INC 176.0 $14K $78.66 +34.4%
Page 57 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%