WSFS
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Wilmington Savings Fund Society’s American States Water AWR Stock Holding History

Wilmington Savings Fund Society’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.56K Hold
100
– – ﹤0.01% 1227
2025
Q4 		$7.25K Hold
100
– – ﹤0.01% 1215
2025
Q3 		$7.33K Hold
100
– – ﹤0.01% 1199
2025
Q2 		$7.67K Hold
100
– – ﹤0.01% 1686
2025
Q1 		$7.87K Hold
100
– – ﹤0.01% 1694
2024
Q4 		$7.77K Hold
100
– – ﹤0.01% 1713
2024
Q3 		$8.33K Buy
+100
New +$8.07K ﹤0.01% 1675
2014
Q1 		– Sell
-9,450
Closed -$271K – 394
2013
Q4 		$271K Sell
9,450
-2,200
-19% -$61.9K 0.02% 335
2013
Q3 		$321K Hold
11,650
– – 0.02% 310
2013
Q2 		$313K Buy
+11,650
New +$318K 0.02% 311

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return