Wilmington Savings Fund Society’s State Street SPDR MSCI ACWI ex-US ETF CWI Stock Holding History

Wilmington Savings Fund Society’s Portfolio CWI Stock Details CWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$17.1M	Sell	421,095 -4,910	-1%	-$195K	0.38%	59
2026 Q1	$15.6M	Sell	426,005 -5,425	-1%	-$205K	0.37%	60
2025 Q4	$15.5M	Buy	431,430 +750	+0.2%	+$26.6K	0.36%	63
2025 Q3	$15M	Hold	430,680	–	–	0.36%	65
2025 Q2	$14.1M	Buy	430,680 +20,910	+5%	+$643K	0.25%	78
2025 Q1	$12.1M	Hold	409,770	–	–	0.23%	90
2024 Q4	$11.4M	Hold	409,770	–	–	0.21%	92
2024 Q3	$12.5M	Buy	+409,770	New	+$11.9M	0.22%	93

Other funds holding CWI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

APP

Avantax Planning Partners Dubuque, Iowa $4.02B AUM 20% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

HCM

Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wilmington Savings Fund Society's CWI Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its State Street SPDR MSCI ACWI ex-US ETF (CWI) stake by 1.2% in Q2 2026, selling an estimated $195K and leaving 421,095 shares worth $17.1M. The position accounts for 0.38% of the portfolio, ranked #59.

Wilmington Savings Fund Society first reported a position in CWI in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold CWI as of Q2 2026.

Wilmington Savings Fund Society held 421,095 shares of State Street SPDR MSCI ACWI ex-US ETF worth $17.1M as of Q2 2026.
Wilmington Savings Fund Society sold 4,910 State Street SPDR MSCI ACWI ex-US ETF shares in Q2 2026, an estimated $195K.
State Street SPDR MSCI ACWI ex-US ETF made up 0.38% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #59 holding.
Wilmington Savings Fund Society first reported a position in State Street SPDR MSCI ACWI ex-US ETF in Q3 2024 and has held it in 8 quarters since.
274 funds tracked by Wall St. Rank held State Street SPDR MSCI ACWI ex-US ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.