WSFS
CWAN

Wilmington Savings Fund Society’s Clearwater Analytics CWAN Stock Holding History

Wilmington Savings Fund Society’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-600
Closed -$14.5K – 1436
2025
Q4 		$14.5K Hold
600
– – ﹤0.01% 1130
2025
Q3 		$10.8K Sell
600
-400
-40% -$8.11K ﹤0.01% 1158
2025
Q2 		$21.9K Buy
1,000
+500
+100% +$11.5K ﹤0.01% 1444
2025
Q1 		$13.4K Buy
500
+200
+67% +$5.61K ﹤0.01% 1569
2024
Q4 		$8.26K Buy
+300
New +$8.51K ﹤0.01% 1695

Other funds holding CWAN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return

Wilmington Savings Fund Society's CWAN Position: Q1 2026 in Review

Wilmington Savings Fund Society sold out of Clearwater Analytics (CWAN) in Q1 2026, closing a stake of 600 shares — an estimated $14.5K sold.

Wilmington Savings Fund Society first reported a position in CWAN in Q4 2024 and held it in 5 quarters. The position peaked at $21.9K in Q2 2025. 329 funds tracked by Wall St. Rank hold CWAN as of Q1 2026.

  • Wilmington Savings Fund Society reported no remaining Clearwater Analytics position as of Q1 2026 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 600 Clearwater Analytics shares in Q1 2026, an estimated $14.5K.
  • Wilmington Savings Fund Society first reported a position in Clearwater Analytics in Q4 2024 and held it in 5 quarters.
  • Wilmington Savings Fund Society's Clearwater Analytics position peaked at $21.9K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held Clearwater Analytics as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.