VA
WBS

Vident Advisory’s Webster Financial WBS Stock Holding History

Vident Advisory’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 		$299K Sell
3,910
-126
-3% -$9.16K ﹤0.01% 1608
2026
Q1 		$280K Sell
4,036
-99
-2% -$6.78K ﹤0.01% 1536
2025
Q4 		$260K Sell
4,135
-1,684
-29% -$100K ﹤0.01% 1432
2025
Q3 		$346K Buy
5,819
+416
+8% +$24.8K ﹤0.01% 1342
2025
Q2 		$295K Buy
5,403
+1,130
+26% +$56.3K ﹤0.01% 1312
2025
Q1 		$220K Buy
+4,273
New +$238K ﹤0.01% 1403
2024
Q3 		– Sell
-7,144
Closed -$311K – 1568
2024
Q2 		$311K Buy
+7,144
New +$318K 0.01% 1112

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

Vident Advisory's WBS Position: Q2 2026 in Review

Vident Advisory reduced its Webster Financial (WBS) stake by 3.1% in Q2 2026, selling an estimated $9.16K and leaving 3,910 shares worth $299K. The position accounts for ﹤0.01% of the portfolio, ranked #1608.

Vident Advisory first reported a position in WBS in Q2 2024 and has held it in 7 quarters since. The position peaked at $346K in Q3 2025. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

  • Vident Advisory held 3,910 shares of Webster Financial worth $299K as of Q2 2026.
  • Vident Advisory sold 126 Webster Financial shares in Q2 2026, an estimated $9.16K.
  • Webster Financial made up ﹤0.01% of Vident Advisory's portfolio in Q2 2026, its #1608 holding.
  • Vident Advisory first reported a position in Webster Financial in Q2 2024 and has held it in 7 quarters since.
  • Vident Advisory's Webster Financial position peaked at $346K in Q3 2025.
  • 536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Vident Advisory's 13F filing for Q2 2026, filed 12 Aug 2026.