Wilmington Savings Fund Society’s Renaissance IPO ETF IPO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-250	Closed	-$11.4K	–	1455
2025 Q4	$11.4K	Hold	250	–	–	﹤0.01%	1157
2025 Q3	$12.4K	Hold	250	–	–	﹤0.01%	1141
2025 Q2	$11.2K	Hold	250	–	–	﹤0.01%	1603
2025 Q1	$9.39K	Hold	250	–	–	﹤0.01%	1662
2024 Q4	$10.9K	Hold	250	–	–	﹤0.01%	1638
2024 Q3	$10.7K	Buy	+250	New	+$10.2K	﹤0.01%	1623

Other funds holding IPO

TWM

Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

USCWA

U.S. Capital Wealth Advisors Austin, Texas $3.98B AUM 22.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

SFI Advisors Montclair, New Jersey $116M AUM 37.12% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wilmington Savings Fund Society sold out of Renaissance IPO ETF (IPO) in Q1 2026, closing a stake of 250 shares — an estimated $11.4K sold.

Wilmington Savings Fund Society first reported a position in IPO in Q3 2024 and held it in 6 quarters. The position peaked at $12.4K in Q3 2025. 55 funds tracked by Wall St. Rank hold IPO as of Q1 2026.

Wilmington Savings Fund Society reported no remaining Renaissance IPO ETF position as of Q1 2026 after selling out during the quarter.
Wilmington Savings Fund Society sold 250 Renaissance IPO ETF shares in Q1 2026, an estimated $11.4K.
Wilmington Savings Fund Society first reported a position in Renaissance IPO ETF in Q3 2024 and held it in 6 quarters.
Wilmington Savings Fund Society's Renaissance IPO ETF position peaked at $12.4K in Q3 2025.
55 funds tracked by Wall St. Rank held Renaissance IPO ETF as of Q1 2026.

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