WPC
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Wedmont Private Capital’s Webster Financial WBS Stock Holding History

Wedmont Private Capital’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 		$655K Buy
8,556
+1,066
+14% +$77.5K 0.02% 474
2026
Q1 		$537K Buy
7,490
+165
+2% +$11.3K 0.02% 471
2025
Q4 		$473K Sell
7,325
-223
-3% -$13.2K 0.02% 494
2025
Q3 		$454K Buy
7,548
+215
+3% +$12.8K 0.02% 488
2025
Q2 		$432K Sell
7,333
-281
-4% -$14K 0.02% 469
2025
Q1 		$323K Sell
7,614
-14
-0.2% -$779 0.02% 498
2024
Q4 		$409K Buy
7,628
+237
+3% +$13K 0.02% 445
2024
Q3 		$334K Buy
7,391
+1,440
+24% +$66.1K 0.02% 481
2024
Q2 		$278K Sell
5,951
-103
-2% -$4.59K 0.02% 519
2024
Q1 		$294K Buy
6,054
+367
+6% +$17.9K 0.02% 458
2023
Q4 		$292K Buy
+5,687
New +$246K 0.02% 434

Other funds holding WBS

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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.87B AUM 23.81% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
MEAC
M.E. Allison & Co San Antonio, Texas $174M AUM 36.94% 1-Year Est. Return