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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 61 of 72  ·  1,423 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1201 SFL SFL CORPORATION LTD Industrials 855.0 $9K $10.79 +0.2%
1202 GLOB GLOBANT S A Technology 200.0 $9K $46.11 -33.3%
1203 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 99.0 $9K -630.0 -86.4% $92.31 -5.9%
1204 POOL POOL CORP Industrials 45.0 $9K $202.33 -1.7%
1205 SMURFIT WESTROCK PLC 226.0 $9K -538.0 -70.4% $39.85
1206 VMI VALMONT INDS INC Industrials 22.0 $9K $399.59 +42.7%
1207 ODDITY TECH LTD 650.0 $9K $13.38
1208 ABX ABACUS GLOBAL MGMT INC Financial Services 1,100.0 $9K NEW $7.88 +17.4%
1209 TPC TUTOR PERINI CORP Industrials 112.0 $9K -5.0 -4.3% $77.19 +1.0%
1210 VAW VANGUARD WORLD FD 38.0 $9K $225.34 +3.9%
1211 BOE BLACKROCK ENHANCED GLOBAL Financial Services 775.0 $8K +650.0 +520.0% $10.96 +8.4%
1212 LVS LAS VEGAS SANDS CORP Consumer Cyclical 157.0 $8K -400.0 -71.8% $53.88 -9.6%
1213 TLTD FLEXSHARES TR 88.0 $8K $93.99 +5.6%
1214 LBRT LIBERTY ENERGY INC Energy 286.0 $8K $28.80 -5.6%
1215 SBRA SABRA HEALTH CARE REIT INC Real Estate 420.0 $8K NEW $19.23 -5.8%
1216 REM ISHARES TR 375.0 $8K $21.47 -0.1%
1217 BIRKENSTOCK HOLDING PLC 224.0 $8K NEW $35.83
1218 REET ISHARES TR 315.0 $8K NEW $25.15 +7.6%
1219 UTZ UTZ BRANDS INC Consumer Defensive 1,000.0 $8K $7.92 -11.0%
1220 ING ING GROEP N.V. Financial Services 301.0 $8K +11.0 +3.8% $26.05 +20.4%
Page 61 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%