Wilmington Savings Fund Society’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.33K	Hold	188	–	–	﹤0.01%	1224
2026 Q1	$5.94K	Hold	188	–	–	﹤0.01%	1255
2025 Q4	$5.74K	Hold	188	–	–	﹤0.01%	1239
2025 Q3	$5.43K	Hold	188	–	–	﹤0.01%	1238
2025 Q2	$3.75K	Sell	188 -100	-35%	-$1.72K	﹤0.01%	1803
2025 Q1	$4.53K	Hold	288	–	–	﹤0.01%	1796
2024 Q4	$5.76K	Hold	288	–	–	﹤0.01%	1777
2024 Q3	$5.77K	Buy	+288	New	+$5.74K	﹤0.01%	1757

Other funds holding PBW

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FGA

Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

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

NWAM LLC Mercer Island, Washington $2B AUM 34.81% 1-Year Est. Return

BCM

Basso Capital Management Stamford, Connecticut $469M AUM 32.23% 1-Year Est. Return

MWP

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

FMP

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Wilmington Savings Fund Society's PBW Position: Q2 2026 in Review

Wilmington Savings Fund Society held its Invesco WilderHill Clean Energy ETF (PBW) position steady in Q2 2026 at 188 shares worth $7.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1224.

Wilmington Savings Fund Society first reported a position in PBW in Q3 2024 and has held it in 8 quarters since. 54 funds tracked by Wall St. Rank hold PBW as of Q2 2026.

Wilmington Savings Fund Society held 188 shares of Invesco WilderHill Clean Energy ETF worth $7.33K as of Q2 2026.
Wilmington Savings Fund Society left its Invesco WilderHill Clean Energy ETF share count unchanged in Q2 2026.
Invesco WilderHill Clean Energy ETF made up ﹤0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #1224 holding.
Wilmington Savings Fund Society first reported a position in Invesco WilderHill Clean Energy ETF in Q3 2024 and has held it in 8 quarters since.
54 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.