Wilmington Savings Fund Society
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Wilmington Savings Fund Society’s Helen of Troy HELE Stock Holding History

Wilmington Savings Fund Society’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-135
Closed -$3.83K – 1669
2025
Q2 		$3.83K Buy
135
+2
+2% +$61 ﹤0.01% 1801
2025
Q1 		$7.11K Buy
+133
New +$7.68K ﹤0.01% 1720

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Vanguard Group
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Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Wilmington Savings Fund Society sold out of Helen of Troy (HELE) in Q3 2025, closing a stake of 135 shares — an estimated $3.83K sold.

Wilmington Savings Fund Society first reported a position in HELE in Q1 2025 and held it in 2 quarters. The position peaked at $7.11K in Q1 2025. 207 funds tracked by Wall St. Rank hold HELE as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Helen of Troy position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 135 Helen of Troy shares in Q3 2025, an estimated $3.83K.
  • Wilmington Savings Fund Society first reported a position in Helen of Troy in Q1 2025 and held it in 2 quarters.
  • Wilmington Savings Fund Society's Helen of Troy position peaked at $7.11K in Q1 2025.
  • 207 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2025.

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