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Wilmington Savings Fund Society’s XP XP Stock Holding History

Wilmington Savings Fund Society’s Portfolio XP Stock Details XP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-141
Closed -$2.85K – 2082
2025
Q2 		$2.85K Sell
141
-20
-12% -$346 ﹤0.01% 1845
2025
Q1 		$2.21K Hold
161
– – ﹤0.01% 1903
2024
Q4 		$1.91K Buy
161
+50
+45% +$787 ﹤0.01% 1943
2024
Q3 		$1.99K Buy
+111
New +$2.02K ﹤0.01% 1916

Other funds holding XP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
GA
General Atlantic New York $2.15B AUM 35.02% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wilmington Savings Fund Society sold out of XP (XP) in Q3 2025, closing a stake of 141 shares — an estimated $2.85K sold.

Wilmington Savings Fund Society first reported a position in XP in Q3 2024 and held it in 4 quarters. The position peaked at $2.85K in Q2 2025. 328 funds tracked by Wall St. Rank hold XP as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining XP position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 141 XP shares in Q3 2025, an estimated $2.85K.
  • Wilmington Savings Fund Society first reported a position in XP in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's XP position peaked at $2.85K in Q2 2025.
  • 328 funds tracked by Wall St. Rank held XP as of Q3 2025.

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