EI
WBS

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
Q2 		$850K Sell
11,120
-773
-6% -$56.2K 0.01% 762
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ethic Inc's WBS Position: Q2 2026 in Review

Ethic Inc reduced its Webster Financial (WBS) stake by 6.5% in Q2 2026, selling an estimated $56.2K and leaving 11,120 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #762.

Ethic Inc first reported a position in WBS in Q3 2022 and has held it in 16 quarters since. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Ethic Inc held 11,120 shares of Webster Financial worth $850K as of Q2 2026.
  • Ethic Inc sold 773 Webster Financial shares in Q2 2026, an estimated $56.2K.
  • Webster Financial made up 0.01% of Ethic Inc's portfolio in Q2 2026, its #762 holding.
  • Ethic Inc first reported a position in Webster Financial in Q3 2022 and has held it in 16 quarters since.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.