Wilmington Savings Fund Society, FSB
CIK 900974 · Holdings on Mar 31, 2024 · First reported May 15, 2024
Top ten holdings
Q1 2024- VEA7.10%
- AAPL5.63%
- MSFT4.57%
- IWY3.45%
- VTI2.17%
- QUAL2.06%
- IJK1.90%
- IVV1.79%
- JPM1.79%
- IJJ1.69%
Share classes counted separately32.15%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VEAVANGUARD FTSE DEVELOPED ETFETF-EQUITY View history and evidence | $184.96M | 7.10% | 3.69M shares | Prior unavailable +218.25K (+6.30%) | Added | ↗▾ |
| 02 | AAPLAPPLE INCCOMMON STOCK View history and evidence | $146.64M | 5.63% | 855.17K shares | Prior unavailable -15.57K (-1.80%) | Reduced | ↗▾ |
| 03 | MSFTMICROSOFT CORPCOMMON STOCK View history and evidence | $119.22M | 4.57% | 283.38K shares | Prior unavailable -9.42K (-3.20%) | Reduced | ↗▾ |
| 04 | IWYISHARES RUSSELL TOP 200 GROWETF-EQUITY View history and evidence | $89.93M | 3.45% | 460.94K shares | Prior unavailable -115.36K (-20.00%) | Reduced | ↗▾ |
| 05 | VTIVG MORNINGSTAR TS MKT ETF-USETF-EQUITY View history and evidence | $56.55M | 2.17% | 217.57K shares | Prior unavailable -13.86K (-6.00%) | Reduced | ↗▾ |
| 06 | QUALISHARES MSCI USA QUALITY FACETF-EQUITY View history and evidence | $53.69M | 2.06% | 326.70K shares | Prior unavailable +52.20K (+19.00%) | Added | ↗▾ |
| 07 | IJKISHARES S&P MID-CAP 400 GROWETF-EQUITY View history and evidence | $49.55M | 1.90% | 543.00K shares | Prior unavailable -87.87K (-13.90%) | Reduced | ↗▾ |
| 08 | IVVISHARES CORE S&P 500 ETFETF-EQUITY View history and evidence | $46.75M | 1.79% | 88.93K shares | Prior unavailable +28.94K (+48.20%) | Added | ↗▾ |
| 09 | JPMJPMORGAN CHASE & COCOMMON STOCK View history and evidence | $46.56M | 1.79% | 232.45K shares | Prior unavailable -5.73K (-2.40%) | Reduced | ↗▾ |
| 10 | IJJISHARES S&P MID-CAP 400 VALUETF-EQUITY View history and evidence | $44.12M | 1.69% | 372.95K shares | Prior unavailable -60.26K (-13.90%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ASTE ASTEC INDUSTRIES INC | Non-derivative | -43,668 | -$2.06M | SEC filing ↗ | SEC filing ↗ |
| AEO AMERICAN EAGLE OUTFITTERS | Non-derivative | -98,619 | -$1.64M | SEC filing ↗ | SEC filing ↗ |
| 808999122 SCHWAB VALUE FOR A/C | Non-derivative | -1 | -$1.51M | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 900974 · Period 2024-03-31
Data loaded 2026-09-23 · First reported 2024-05-15
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2606455430
}Research all 363 reported holdings.
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