WSFS
STEW

Wilmington Savings Fund Society’s SRH Total Return Fund STEW Stock Holding History

Wilmington Savings Fund Society’s Portfolio STEW Stock Details STEW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.11M Hold
62,500
– – 0.02% 412
2025
Q1 		$1.08M Hold
62,500
– – 0.02% 408
2024
Q4 		$1M Hold
62,500
– – 0.02% 423
2024
Q3 		$988K Buy
+62,500
New +$988K 0.02% 429