Wilmington Savings Fund Society’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-13,623	Closed	-$717K	–	1632
2025 Q2	$717K	Buy	13,623 +3,655	+37%	+$188K	0.01%	500
2025 Q1	$508K	Buy	9,968 +8,506	+582%	+$429K	0.01%	576
2024 Q4	$71.3K	Buy	1,462 +916	+168%	+$46.7K	﹤0.01%	1135
2024 Q3	$28.3K	Buy	+546	New	+$26.1K	﹤0.01%	1379

Other funds holding FUTY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wilmington Savings Fund Society's FUTY Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Fidelity MSCI Utilities Index ETF (FUTY) in Q3 2025, closing a stake of 13,623 shares — an estimated $717K sold.

Wilmington Savings Fund Society first reported a position in FUTY in Q3 2024 and held it in 4 quarters. The position peaked at $717K in Q2 2025. 224 funds tracked by Wall St. Rank hold FUTY as of Q3 2025.

Wilmington Savings Fund Society reported no remaining Fidelity MSCI Utilities Index ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 13,623 Fidelity MSCI Utilities Index ETF shares in Q3 2025, an estimated $717K.
Wilmington Savings Fund Society first reported a position in Fidelity MSCI Utilities Index ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's Fidelity MSCI Utilities Index ETF position peaked at $717K in Q2 2025.
224 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.