StockDriftsStockDriftsTop 50 Wilmington Savings Fund Society, FSB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.36% | 4.00M | $285.0M | -2.50%(-102.69K) | $44.05(+68.02%) | 2026-06-30 | |
| AAPL | APPLE INC | 4.86% | 753.0K | $217.9M | -0.83%(-6.31K) | $93.72(+225.86%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 4.41% | 8.05M | $197.6M | +1.12%(+89.27K) | $37.79(-30.73%) | 2026-06-30 | |
| IVV | ISHARES TR | 2.57% | 153.6K | $115.0M | -0.71%(-1.10K) | $454.78(+71.28%) | 2026-06-30 | |
| IWY | ISHARES TR | 2.34% | 360.7K | $104.8M | -3.23%(-12.03K) | $133.92(+118.83%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 2.24% | 268.9K | $100.3M | -1.56%(-4.27K) | $186.67(+160.39%) | 2026-06-30 | |
| JNJ | JOHNSON & JOHNSON | 1.98% | 348.9K | $88.6M | -0.97%(-3.43K) | $121.73(+113.96%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 1.98% | 250.5K | $88.5M | -2.49%(-6.40K) | $84.67(+304.71%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 1.88% | 228.1K | $84.4M | -1.61%(-3.73K) | $227.47(+68.53%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 1.79% | 245.5K | $80.4M | -1.05%(-2.61K) | $110.62(+229.70%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +7.50% | +24.23% | +4.81% | +26.49% |
| Top 20 Holdings Unweighted | +8.79% | +28.75% | +5.14% | +28.51% |
Wilmington Savings Fund Society, FSB reports $4.48B in US-listed equity holdings across 1,487 positions in its most recent 13F filing. Its largest disclosed positions are VEA (6.4%), AAPL (4.9%) and CMCSA (4.4%). The top 20 holdings account for 44.46% of reported assets. Its disclosed equity book has returned +24.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilmington Savings Fund Society, FSB’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 900974). View Wilmington Savings Fund Society, FSB’s 13F filings on SEC