WSFS
EFOR

Wilmington Savings Fund Society’s Everforth Inc EFOR Stock Holding History

Wilmington Savings Fund Society’s Portfolio EFOR Stock Details EFOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$19.4K Sell
500
-2,000
-80% -$89.1K ﹤0.01% 1091
2025
Q4 		$120K Buy
+2,500
New +$115K ﹤0.01% 699
2024
Q4 		– Sell
-22
Closed -$2.05K – 2097
2024
Q3 		$2.05K Buy
+22
New +$2.04K ﹤0.01% 1911

Other funds holding EFOR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

Wilmington Savings Fund Society reduced its Everforth Inc (EFOR) stake by 80% in Q1 2026, selling an estimated $89.1K and leaving 500 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Wilmington Savings Fund Society first reported a position in EFOR in Q3 2024 and has held it in 3 quarters since. The position peaked at $120K in Q4 2025. 249 funds tracked by Wall St. Rank hold EFOR as of Q1 2026.

  • Wilmington Savings Fund Society held 500 shares of Everforth Inc worth $19.4K as of Q1 2026.
  • Wilmington Savings Fund Society sold 2,000 Everforth Inc shares in Q1 2026, an estimated $89.1K.
  • Everforth Inc made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #1091 holding.
  • Wilmington Savings Fund Society first reported a position in Everforth Inc in Q3 2024 and has held it in 3 quarters since.
  • Wilmington Savings Fund Society's Everforth Inc position peaked at $120K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held Everforth Inc as of Q1 2026.

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