WSFS
UTL icon

Wilmington Savings Fund Society’s Unitil UTL Stock Holding History

Wilmington Savings Fund Society’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-260
Closed -$15K – 2146
2025
Q1 		$15K Hold
260
– – ﹤0.01% 1536
2024
Q4 		$14.1K Hold
260
– – ﹤0.01% 1578
2024
Q3 		$15.8K Buy
+260
New +$15.2K ﹤0.01% 1526

Other funds holding UTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Wilmington Savings Fund Society sold out of Unitil (UTL) in Q2 2025, closing a stake of 260 shares — an estimated $15K sold.

Wilmington Savings Fund Society first reported a position in UTL in Q3 2024 and held it in 3 quarters. The position peaked at $15.8K in Q3 2024. 220 funds tracked by Wall St. Rank hold UTL as of Q2 2025.

  • Wilmington Savings Fund Society reported no remaining Unitil position as of Q2 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 260 Unitil shares in Q2 2025, an estimated $15K.
  • Wilmington Savings Fund Society first reported a position in Unitil in Q3 2024 and held it in 3 quarters.
  • Wilmington Savings Fund Society's Unitil position peaked at $15.8K in Q3 2024.
  • 220 funds tracked by Wall St. Rank held Unitil as of Q2 2025.

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