Y-Intercept (HK)’s Webster Financial WBS Stock Holding History

Y-Intercept (HK)’s Portfolio WBS Stock Details WBS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-37,220	Closed	-$2.34M	–	2102
2025 Q4	$2.34M	Buy	37,220 +27,504	+283%	+$1.63M	0.05%	550
2025 Q3	$578K	Buy	+9,716	New	+$579K	0.01%	1218
2025 Q2	–	Sell	-4,670	Closed	-$241K	–	2063
2025 Q1	$241K	Sell	4,670 -29,130	-86%	-$1.62M	0.02%	985
2024 Q4	$1.87M	Buy	33,800 +4,279	+14%	+$235K	0.12%	224
2024 Q3	$1.38M	Sell	29,521 -41,164	-58%	-$1.89M	0.08%	312
2024 Q2	$3.08M	Buy	70,685 +37,551	+113%	+$1.67M	0.17%	135
2024 Q1	$1.68M	Sell	33,134 -12,416	-27%	-$607K	0.13%	206
2023 Q4	$2.31M	Buy	+45,550	New	+$1.97M	0.22%	109
2023 Q2	–	Sell	-12,042	Closed	-$475K	–	1765
2023 Q1	$475K	Sell	12,042 -3,729	-24%	-$179K	0.06%	553
2022 Q4	$747K	Buy	+15,771	New	+$790K	0.11%	292
2022 Q3	–	Sell	-6,625	Closed	-$279K	–	1303
2022 Q2	$279K	Buy	+6,625	New	+$319K	0.04%	602

Other funds holding WBS

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

Bank of America

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tudor Investment Corp

Tudor Investment Corp Stamford, Connecticut $18.6B AUM 29.12% 1-Year Est. Return