WSFS
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Wilmington Savings Fund Society’s Factset FDS Stock Holding History

Wilmington Savings Fund Society’s Portfolio FDS Stock Details FDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$60.8K Sell
280
-450
-62% -$105K ﹤0.01% 841
2025
Q4 		$212K Buy
730
+80
+12% +$22.5K 0.01% 585
2025
Q3 		$186K Sell
650
-443
-41% -$169K ﹤0.01% 609
2025
Q2 		$489K Buy
1,093
+6
+0.6% +$2.63K 0.01% 588
2025
Q1 		$494K Buy
1,087
+182
+20% +$82.9K 0.01% 582
2024
Q4 		$434K Buy
905
+28
+3% +$13.3K 0.01% 622
2024
Q3 		$403K Buy
+877
New +$372K 0.01% 627

Other funds holding FDS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return