account_balance

Investment manager · 13F filer · SEC CIK 900974

Wilmington Savings Fund Society, FSB

Reported value$4.39Bas of Sep 30, 2026
Positions1,470 91 new, 108 sold out
Top 10 weight31.6%VEA alone is 6%
FiledOct 2323 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 6.3% Trimmed −3%
AAPL Apple Inc. 5.6% HeldCMCSA Comcast Corp 4.0% HeldMSFT Microsoft Corp 3.1% Trimmed −2%
IVV iShares Tr 2.7% Held
IWY iShares Tr 2.3% Trimmed −3%
GOOG Alphabet Inc. 1.9% HeldJNJ Johnson & Johnson 1.9% Trimmed −9%
VTI Vanguard Index FDS 1.9% Trimmed −2%
IWF iShares Tr 1.9% Added +8%
EFA iShares Tr 1.8% Added +12%
JPM JPMorgan Chase & Co 1.8% Trimmed −3%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 23, 2026, compared with the Jul 28, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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