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Hennion & Walsh Asset Management’s Webster Financial WBS Stock Holding History

Hennion & Walsh Asset Management’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 		$774K Sell
10,124
-755
-7% -$54.9K 0.02% 634
2026
Q1 		$755K Buy
10,879
+1,094
+11% +$74.9K 0.03% 578
2025
Q4 		$616K Buy
9,785
+1,653
+20% +$98.1K 0.02% 648
2025
Q3 		$483K Buy
8,132
+710
+10% +$42.3K 0.02% 714
2025
Q2 		$405K Buy
7,422
+650
+10% +$32.4K 0.02% 741
2025
Q1 		$349K Buy
6,772
+1,902
+39% +$106K 0.02% 730
2024
Q4 		$269K Buy
+4,870
New +$268K 0.01% 782

Other funds holding WBS

AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SP
Stablepoint Partners Braintree, Massachusetts $723M AUM 29.31% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
CCMINC
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $826M AUM 32.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
HVIA
Hudson Valley Investment Advisors Goshen, New York $823M AUM 31.4% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Hennion & Walsh Asset Management's WBS Position: Q2 2026 in Review

Hennion & Walsh Asset Management reduced its Webster Financial (WBS) stake by 6.9% in Q2 2026, selling an estimated $54.9K and leaving 10,124 shares worth $774K. The position accounts for 0.02% of the portfolio, ranked #634.

Hennion & Walsh Asset Management first reported a position in WBS in Q4 2024 and has held it in 7 quarters since. 86 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Hennion & Walsh Asset Management held 10,124 shares of Webster Financial worth $774K as of Q2 2026.
  • Hennion & Walsh Asset Management sold 755 Webster Financial shares in Q2 2026, an estimated $54.9K.
  • Webster Financial made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #634 holding.
  • Hennion & Walsh Asset Management first reported a position in Webster Financial in Q4 2024 and has held it in 7 quarters since.
  • 86 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.