Envestnet Portfolio Solutions
WBS

Envestnet Portfolio Solutions’s Webster Financial WBS Stock Holding History

Envestnet Portfolio Solutions’s Portfolio WBS Stock Details WBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,946
Closed -$215K – 1583
2025
Q2 		$215K Sell
3,946
-62
-2% -$3.09K ﹤0.01% 1478
2025
Q1 		$207K Sell
4,008
-4,666
-54% -$260K ﹤0.01% 1490
2024
Q4 		$479K Sell
8,674
-244
-3% -$13.4K ﹤0.01% 1265
2024
Q3 		$416K Sell
8,918
-398
-4% -$18.3K ﹤0.01% 1291
2024
Q2 		$406K Sell
9,316
-864
-8% -$38.5K ﹤0.01% 1222
2024
Q1 		$517K Buy
10,180
+166
+2% +$8.12K ﹤0.01% 1107
2023
Q4 		$508K Sell
10,014
-580
-5% -$25.1K ﹤0.01% 1041
2023
Q3 		$427K Buy
+10,594
New +$451K ﹤0.01% 1052

Other funds holding WBS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Envestnet Portfolio Solutions's WBS Position: Q3 2025 in Review

Envestnet Portfolio Solutions sold out of Webster Financial (WBS) in Q3 2025, closing a stake of 3,946 shares — an estimated $215K sold.

Envestnet Portfolio Solutions first reported a position in WBS in Q3 2023 and held it in 8 quarters. The position peaked at $517K in Q1 2024. 515 funds tracked by Wall St. Rank hold WBS as of Q3 2025.

  • Envestnet Portfolio Solutions reported no remaining Webster Financial position as of Q3 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 3,946 Webster Financial shares in Q3 2025, an estimated $215K.
  • Envestnet Portfolio Solutions first reported a position in Webster Financial in Q3 2023 and held it in 8 quarters.
  • Envestnet Portfolio Solutions's Webster Financial position peaked at $517K in Q1 2024.
  • 515 funds tracked by Wall St. Rank held Webster Financial as of Q3 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q3 2025, filed 30 Oct 2025.