Whipplewood Advisors’s Webster Financial WBS Stock Holding History

Whipplewood Advisors’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	–	Sell	-42	Closed	-$2.92K	–	1030
2026 Q1	$2.92K	Buy	+42	New	+$2.88K	﹤0.01%	706
2025 Q3	–	Sell	-65	Closed	-$3.55K	–	1151
2025 Q2	$3.55K	Buy	65 +11	+20%	+$548	﹤0.01%	759
2025 Q1	$5.46K	Sell	54 -52	-49%	-$2.89K	﹤0.01%	683
2024 Q4	$5.85K	Buy	+106	New	+$5.82K	﹤0.01%	661

Other funds holding WBS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Whipplewood Advisors's WBS Position: Q2 2026 in Review

Whipplewood Advisors sold out of Webster Financial (WBS) in Q2 2026, closing a stake of 42 shares — an estimated $2.92K sold.

Whipplewood Advisors first reported a position in WBS in Q4 2024 and held it in 4 quarters. The position peaked at $5.85K in Q4 2024. 536 funds tracked by Wall St. Rank hold WBS as of Q2 2026.

Whipplewood Advisors reported no remaining Webster Financial position as of Q2 2026 after selling out during the quarter.
Whipplewood Advisors sold 42 Webster Financial shares in Q2 2026, an estimated $2.92K.
Whipplewood Advisors first reported a position in Webster Financial in Q4 2024 and held it in 4 quarters.
Whipplewood Advisors's Webster Financial position peaked at $5.85K in Q4 2024.
536 funds tracked by Wall St. Rank held Webster Financial as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.