TI
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Tidal Investments’s Webster Financial WBS Stock Holding History

Tidal Investments’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 		$923K Buy
13,299
+437
+3% +$29.9K ﹤0.01% 1512
2025
Q4 		$810K Buy
12,862
+534
+4% +$31.7K ﹤0.01% 1386
2025
Q3 		$733K Buy
12,328
+4
+0% +$238 ﹤0.01% 1362
2025
Q2 		$673K Sell
12,324
-2,940
-19% -$147K ﹤0.01% 1219
2025
Q1 		$787K Sell
15,264
-4,345
-22% -$242K 0.01% 1080
2024
Q4 		$1.08M Sell
19,609
-11,990
-38% -$659K 0.01% 966
2024
Q3 		$1.47M Buy
31,599
+11,639
+58% +$534K 0.02% 790
2024
Q2 		$870K Buy
19,960
+9,401
+89% +$419K 0.01% 969
2024
Q1 		$536K Buy
10,559
+1,069
+11% +$52.3K 0.01% 1163
2023
Q4 		$482K Buy
9,490
+723
+8% +$31.2K 0.01% 956
2023
Q3 		$353K Buy
8,767
+454
+5% +$19.3K 0.01% 999
2023
Q2 		$314K Buy
+8,313
New +$307K 0.01% 1017

Other funds holding WBS

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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