WSFS
PFFD icon

Wilmington Savings Fund Society’s Global X US Preferred ETF PFFD Stock Holding History

Wilmington Savings Fund Society’s Portfolio PFFD Stock Details PFFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-196
Closed -$3.73K – 2120
2025
Q1 		$3.73K Buy
+196
New +$3.85K ﹤0.01% 1822

Other funds holding PFFD

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

Wilmington Savings Fund Society's PFFD Position: Q2 2025 in Review

Wilmington Savings Fund Society sold out of Global X US Preferred ETF (PFFD) in Q2 2025, closing a stake of 196 shares — an estimated $3.73K sold.

Wilmington Savings Fund Society first reported a position in PFFD in Q1 2025 and held it in 1 quarter. The position peaked at $3.73K in Q1 2025. 288 funds tracked by Wall St. Rank hold PFFD as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Global X US Preferred ETF position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 196 Global X US Preferred ETF shares in Q2 2025, an estimated $3.73K.
  • Wilmington Savings Fund Society first reported a position in Global X US Preferred ETF in Q1 2025 and held it in 1 quarter.
  • Wilmington Savings Fund Society's Global X US Preferred ETF position peaked at $3.73K in Q1 2025.
  • 288 funds tracked by Wall St. Rank held Global X US Preferred ETF as of Q2 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2025, filed 28 Jul 2025.