Ethic Inc’s Webster Financial WBS Stock Holding History

Ethic Inc’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
2026 Q1	$826K	Buy	11,893 +751	+7%	+$51.4K	0.01%	715
2025 Q4	$701K	Buy	11,142 +4,070	+58%	+$242K	0.01%	746
2025 Q3	$420K	Buy	7,072 +141	+2%	+$8.4K	0.01%	890
2025 Q2	$380K	Buy	6,931 +1,361	+24%	+$67.8K	0.01%	914
2025 Q1	$283K	Buy	5,570 +107	+2%	+$5.95K	0.01%	956
2024 Q4	$302K	Sell	5,463 -370	-6%	-$20.3K	0.01%	942
2024 Q3	$296K	Buy	5,833 +210	+4%	+$9.64K	0.01%	885
2024 Q2	$245K	Sell	5,623 -210	-4%	-$9.35K	0.01%	971
2024 Q1	$296K	Sell	5,833 -329	-5%	-$16.1K	0.01%	883
2023 Q4	$313K	Sell	6,162 -5,423	-47%	-$234K	0.01%	862
2023 Q3	$467K	Sell	11,585 -1,003	-8%	-$42.7K	0.02%	702
2023 Q2	$475K	Sell	12,588 -395	-3%	-$14.6K	0.02%	669
2023 Q1	$512K	Buy	12,983 +7,515	+137%	+$361K	0.02%	644
2022 Q4	$259K	Buy	5,468 +277	+5%	+$13.9K	0.01%	761
2022 Q3	$235K	Buy	+5,191	New	+$240K	0.02%	711

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return