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Wilmington Savings Fund Society’s First Trust North American Energy Infrastructure Fund EMLP Stock Holding History

Wilmington Savings Fund Society’s Portfolio EMLP Stock Details EMLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$21.8K Hold
500
– – ﹤0.01% 1058
2025
Q4 		$18.9K Hold
500
– – ﹤0.01% 1085
2025
Q3 		$19.1K Hold
500
– – ﹤0.01% 1083
2025
Q2 		$18.8K Hold
500
– – ﹤0.01% 1493
2025
Q1 		$18.7K Hold
500
– – ﹤0.01% 1477
2024
Q4 		$17.8K Hold
500
– – ﹤0.01% 1526
2024
Q3 		$16.8K Buy
+500
New +$16.1K ﹤0.01% 1508

Other funds holding EMLP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GT
Glenview Trust Louisville, Kentucky $6.37B AUM 23.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return

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

Wilmington Savings Fund Society held its First Trust North American Energy Infrastructure Fund (EMLP) position steady in Q1 2026 at 500 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Wilmington Savings Fund Society first reported a position in EMLP in Q3 2024 and has held it in 7 quarters since. 386 funds tracked by Wall St. Rank hold EMLP as of Q1 2026.

  • Wilmington Savings Fund Society held 500 shares of First Trust North American Energy Infrastructure Fund worth $21.8K as of Q1 2026.
  • Wilmington Savings Fund Society left its First Trust North American Energy Infrastructure Fund share count unchanged in Q1 2026.
  • First Trust North American Energy Infrastructure Fund made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #1058 holding.
  • Wilmington Savings Fund Society first reported a position in First Trust North American Energy Infrastructure Fund in Q3 2024 and has held it in 7 quarters since.
  • 386 funds tracked by Wall St. Rank held First Trust North American Energy Infrastructure Fund as of Q1 2026.

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