Wilmington Savings Fund Society’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.83M	Sell	8,592 -414	-5%	-$84.7K	0.04%	244
2026 Q1	$1.73M	Buy	9,006 +500	+6%	+$99.1K	0.04%	245
2025 Q4	$1.63M	Sell	8,506 -64	-0.7%	-$12.1K	0.04%	249
2025 Q3	$1.63M	Sell	8,570 -13,861	-62%	-$2.58M	0.04%	250
2025 Q2	$4.08M	Sell	22,431 -880	-4%	-$152K	0.07%	200
2025 Q1	$4.04M	Sell	23,311 -111	-0.5%	-$19.7K	0.08%	194
2024 Q4	$4.1M	Buy	23,422 +2,376	+11%	+$430K	0.07%	197
2024 Q3	$3.77M	Buy	+21,046	New	+$3.6M	0.07%	210
2022 Q2	–	Sell	-1,305	Closed	-$206K	–	378
2022 Q1	$206K	Hold	1,305	–	–	0.01%	362
2021 Q4	$212K	Buy	+1,305	New	+$206K	0.01%	368
2020 Q1	–	Sell	-3,510	Closed	-$406K	–	370
2019 Q4	$406K	Buy	3,510 +1,149	+49%	+$128K	0.02%	270
2019 Q3	$255K	Hold	2,361	–	–	0.01%	300
2019 Q2	$255K	Sell	2,361 -30	-1%	-$3.18K	0.01%	308
2019 Q1	$249K	Sell	2,391 -1,356	-36%	-$137K	0.01%	318
2018 Q4	$342K	Buy	+3,747	New	+$371K	0.02%	283
2018 Q1	–	Sell	-2,836	Closed	-$287K	–	349
2017 Q4	$287K	Sell	2,836 -365	-11%	-$35.8K	0.02%	294
2017 Q3	$306K	Sell	3,201 -29	-0.9%	-$2.71K	0.02%	284
2017 Q2	$299K	Sell	3,230 -26	-0.8%	-$2.38K	0.02%	282
2017 Q1	$296K	Buy	3,256 +361	+12%	+$32.4K	0.02%	274
2016 Q4	$251K	Hold	2,895	–	–	0.02%	289
2016 Q3	$242K	Sell	2,895 -32	-1%	-$2.66K	0.02%	299
2016 Q2	$235K	Sell	2,927 -400	-12%	-$31.8K	0.01%	298
2016 Q1	$261K	Hold	3,327	–	–	0.02%	298
2015 Q4	$255K	Hold	3,327	–	–	0.02%	298
2015 Q3	$245K	Hold	3,327	–	–	0.02%	303
2015 Q2	$266K	Hold	3,327	–	–	0.02%	303
2015 Q1	$269K	Hold	3,327	–	–	0.02%	295
2014 Q4	$266K	Hold	3,327	–	–	0.01%	304
2014 Q3	$252K	Hold	3,327	–	–	0.01%	322
2014 Q2	$255K	Sell	3,327 -14	-0.4%	-$1.04K	0.01%	339
2014 Q1	$244K	Hold	3,341	–	–	0.01%	345
2013 Q4	$238K	Buy	+3,341	New	+$228K	0.01%	348

Other funds holding RSP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State of Wisconsin Investment Board Madison, Wisconsin $49.6B AUM 39.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CAM

Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return

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

Wilmington Savings Fund Society reduced its Invesco S&P 500 Equal Weight ETF (RSP) stake by 4.6% in Q2 2026, selling an estimated $84.7K and leaving 8,592 shares worth $1.83M. The position accounts for 0.04% of the portfolio, ranked #244.

Wilmington Savings Fund Society first reported a position in RSP in Q4 2013 and has held it in 32 quarters since. The position peaked at $4.1M in Q4 2024. 2,304 funds tracked by Wall St. Rank hold RSP as of Q2 2026.

Wilmington Savings Fund Society held 8,592 shares of Invesco S&P 500 Equal Weight ETF worth $1.83M as of Q2 2026.
Wilmington Savings Fund Society sold 414 Invesco S&P 500 Equal Weight ETF shares in Q2 2026, an estimated $84.7K.
Invesco S&P 500 Equal Weight ETF made up 0.04% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #244 holding.
Wilmington Savings Fund Society first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2013 and has held it in 32 quarters since.
Wilmington Savings Fund Society's Invesco S&P 500 Equal Weight ETF position peaked at $4.1M in Q4 2024.
2,304 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q2 2026.

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