Wilmington Savings Fund Society, FSB
•CIK: 900974•Filing: Q4 2025
Wilmington Savings Fund Society, FSB, currently manages $4.3 billion in assets, with a portfolio heavily weighted in technology and media, as evidenced by top holdings in VEA, CMCSA, and AAPL. Recently, the fund has made notable shifts by adding significant positions in META and IWD, while cutting OPAD and DD by 71%, reflecting a strategic pivot towards growth and diversified equity exposure.
Total AUM
$4.3B
QoQ Performance
-2.0%
Positions
1,100
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
CMCSA
VEA6.1%
CMCSA5.6%
AAPL4.9%
MSFT3.2%
IVV2.4%
IWY2.4%
GOOG2.0%
JPM1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.8%
Technology16.4%
Financial6.7%
Healthcare6.5%
Communication6.4%
ETF4.4%
Consumer2.6%
Industrial2.5%
🚪 Exited Positionssold since Q3 2025
—
SUNRISE COMMUNICATIONS AG
SOLD
$11.9M
—
LIBERTY GLOBAL LTD
SOLD
$8.5M
+1987 more exited positions
Changes from Q3 2025
NEW2 new positions
↑75 increased
↓113 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024