Wilmington Savings Fund Society’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-337	Closed	-$27.5K	–	1904
2025 Q2	$27.5K	Sell	337 -43	-11%	-$3.43K	﹤0.01%	1381
2025 Q1	$30.6K	Buy	380 +43	+13%	+$3.5K	﹤0.01%	1343
2024 Q4	$27.2K	Hold	337	–	–	﹤0.01%	1419
2024 Q3	$27.6K	Buy	+337	New	+$26.5K	﹤0.01%	1390

Other funds holding REGL

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

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

BEI

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Wilmington Savings Fund Society sold out of ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) in Q3 2025, closing a stake of 337 shares — an estimated $27.5K sold.

Wilmington Savings Fund Society first reported a position in REGL in Q3 2024 and held it in 4 quarters. The position peaked at $30.6K in Q1 2025. 230 funds tracked by Wall St. Rank hold REGL as of Q3 2025.

Wilmington Savings Fund Society reported no remaining ProShares S&P MidCap 400 Dividend Aristocrats ETF position as of Q3 2025 after selling out during the quarter.
Wilmington Savings Fund Society sold 337 ProShares S&P MidCap 400 Dividend Aristocrats ETF shares in Q3 2025, an estimated $27.5K.
Wilmington Savings Fund Society first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q3 2024 and held it in 4 quarters.
Wilmington Savings Fund Society's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $30.6K in Q1 2025.
230 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q3 2025.

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