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CIK: 0000900974
Total reported value
$4.5B
$4.5B
363 檔
13.3%
During the Q1 2024 filing period, Wilmington Savings Fund Society, FSB (CIK: 0000900974) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $4.5B across 363 reported positions.
During Q1 2024, Wilmington Savings Fund Society, FSB's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 363 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.10% | +0.09% | +6.29% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.63% | +0.27% | -1.79% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.57% | -0.17% | -3.22% | |
| 4 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 3.45% | +0.13% | -20.02% | |
| 5 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.17% | +0.11% | -5.99% | |
| 6 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.06% | -0.04% | +19.02% | |
| 7 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.90% | +0.02% | -13.93% | |
| 8 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.79% | +0.16% | +48.24% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.79% | +0.05% | -2.41% | |
| 10 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.69% | -0.03% | -13.91% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.65% | +0.22% | -2.95% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.48% | — | +13.25% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.45% | -0.07% | -1.77% | |
| 14 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.33% | -0.12% | -0.97% | |
| 15 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.15% | -1.74% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.23% | +0.05% | +7.76% | |
| 17 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 1.22% | -0.11% | +59.65% | |
| 18 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.10% | +0.05% | +10.99% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.12% | -2.89% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.08% | -0.03% | -3.90% | |
| 21 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.07% | -0.04% | -1.56% | |
| 22 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 1.03% | — | -3.41% | |
| 23 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.97% | +0.22% | -2.55% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -0.27% | -1.88% | |
| 25 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.91% | +0.02% | +377.25% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.01% | -1.95% | |
| 27 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.88% | +0.01% | +33.17% | |
| 28 | SNAXX | Schwa Prime Adv Money Fd-ult | Stock-Other | 0.87% | — | -23.30% | |
| 29 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.87% | -0.17% | -4.03% | |
| 30 | HON | Honeywell International Inc | Stock-Industrials | 0.81% | -0.45% | -4.26% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.80% | +0.31% | -1.37% | |
| 32 | ADI | Analog Devices Inc | Stock-Tech | 0.76% | +0.09% | -3.64% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.75% | -0.03% | +4.25% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.74% | +0.05% | -0.31% | |
| 35 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.74% | -0.04% | -2.97% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.73% | -0.07% | -4.01% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.73% | -0.09% | +49.17% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.71% | -0.01% | -4.27% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.68% | +0.32% | -3.18% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.67% | -0.06% | +5.25% | |
| 41 | AMGN | Amgen Inc | Stock-Healthcare | 0.66% | -0.03% | -2.34% | |
| 42 | INTU | Intuit Inc | Stock-Tech | 0.61% | -0.14% | -4.03% | |
| 43 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.60% | -0.06% | +70.92% | |
| 44 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.59% | -0.05% | -0.20% | |
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.58% | -0.08% | -0.19% | |
| 46 | COP | Conocophillips | Stock-Energy | 0.57% | -0.02% | -1.06% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.57% | -0.14% | -0.12% | |
| 48 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.55% | +0.08% | -8.71% | |
| 49 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.55% | +0.01% | -27.54% | |
| 50 | SYK | Stryker CORP | Stock-Healthcare | 0.55% | -0.04% | -1.59% |
According to official SEC Form 13F filings, Wilmington Savings Fund Society, FSB reported a total U.S. public equity portfolio value of $4.5B across 363 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including VEA, AAPL, MSFT) accounted for 13.3% of total reported equity market value during Q1 2024.
During Q1 2024, Wilmington Savings Fund Society, FSB's top holdings by market value included VEA (7.1%)、AAPL (5.6%)、MSFT (4.6%). The largest single position, VEA, represented 7.1% of total portfolio value.
In Q1 2024, Wilmington Savings Fund Society, FSB made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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