Top 50 Wilmington Savings Fund Society Fsb Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 6.27% | 3.89M | $275.0M | -2.64%(-105.73K) | $44.05(+57.23%) | 2026-09-30 | |
| AAPL | APPLE INC | 5.64% | 743.4K | $247.6M | -1.28%(-9.62K) | $93.72(+271.57%) | 2026-09-30 | |
| CMCSA | COMCAST CORP NEW | 3.99% | 8.04M | $175.0M | -0.07%(-5.31K) | $37.79(-39.57%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 3.07% | 262.9K | $134.8M | -2.25%(-6.05K) | $186.67(+179.14%) | 2026-09-30 | |
| IVV | ISHARES TR | 2.71% | 155.1K | $118.8M | +0.98%(+1.51K) | $457.72(+67.66%) | 2026-09-30 | |
| IWY | ISHARES TR | 2.34% | 348.2K | $102.7M | -3.46%(-12.46K) | $133.92(+110.84%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.92% | 246.8K | $84.1M | -1.51%(-3.78K) | $84.67(+278.86%) | 2026-09-30 | |
| JNJ | JOHNSON & JOHNSON | 1.91% | 316.8K | $83.9M | -9.20%(-32.10K) | $121.73(+119.83%) | 2026-09-30 | |
| VTI | VANGUARD INDEX FDS | 1.91% | 223.3K | $83.6M | -2.13%(-4.85K) | $227.47(+64.81%) | 2026-09-30 | |
| IWF | ISHARES TR | 1.86% | 652.7K | $81.8M | +8.45%(+50.87K) | $99.24(+21.01%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +6.09% | +19.40% | +3.84% | +20.76% |
| Top 20 Holdings Unweighted | +7.20% | +23.19% | +4.12% | +22.37% |
Wilmington Savings Fund Society Fsb reports $4.39B in US-listed equity holdings across 1,470 positions in its most recent 13F filing. Its largest disclosed positions are VEA (6.3%), AAPL (5.6%) and CMCSA (4.0%). The top 20 holdings account for 45.8% of reported assets. Its disclosed equity book has returned +19.40% on a three-year cumulative basis. Figures reflect the Q3 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 Fsbโs Form 13F filings with the U.S. Securities and Exchange Commission (CIK 900974). View Wilmington Savings Fund Society Fsbโs 13F filings on SEC