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CIK: 0000900974
Total reported value
$4.5B
$4.5B
2091 檔
28.4%
As reported in its official Q4 2024 Form 13F filing, Wilmington Savings Fund Society, FSB's tracked investment portfolio stood at $4.5B with 2091 total positions.
During Q4 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 2091 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 5.59% | -1.04% | +0.10% | |
| 2 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 5.30% | — | +1.56% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.27% | +0.38% | |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.65% | +0.09% | +2.28% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.42% | -0.17% | +5.88% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.25% | +0.11% | -26.30% | |
| 7 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.95% | -0.06% | +0.34% | |
| 8 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 1.81% | +0.13% | -0.27% | |
| 9 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.58% | +0.05% | +0.72% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.27% | -0.07% | -2.88% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.05% | +3.57% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | +0.22% | -0.86% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.15% | +0.15% | +1.92% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.16% | +3.76% | |
| 15 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.03% | +45.29% | |
| 16 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.08% | -0.04% | +1.93% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | +0.05% | +1.83% | |
| 18 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.22% | -0.75% | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.95% | +0.23% | +1.32% | |
| 20 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.92% | -0.03% | — | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.83% | +0.12% | +3.54% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.78% | +0.02% | -2.33% | |
| 23 | XOM | Exxon Mobil CORP | Stock-Energy | 0.75% | -0.27% | +1.72% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.74% | -0.02% | +1.84% | |
| 25 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.73% | -0.19% | -7.60% | |
| 26 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.73% | -0.03% | -1.70% | |
| 27 | MA | Mastercard Inc - A | Stock-Financials | 0.72% | -0.03% | +0.68% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.01% | -0.77% | |
| 29 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.65% | +0.04% | — | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.31% | -1.11% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.63% | -0.12% | -6.11% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.63% | — | +1.24% | |
| 33 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.62% | -0.03% | +0.00% | |
| 34 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.61% | — | +0.02% | |
| 35 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.12% | -3.65% | |
| 36 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.57% | +0.13% | +1.94% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.57% | -0.11% | +1.56% | |
| 38 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.56% | +0.05% | +5.74% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | +0.01% | +4.38% | |
| 40 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.55% | +0.02% | +0.40% | |
| 41 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.54% | -0.05% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.54% | -0.01% | -3.67% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.52% | +0.11% | -1.51% | |
| 44 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.51% | -0.07% | -1.06% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.50% | -0.45% | +2.72% | |
| 46 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.04% | — | |
| 47 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.50% | +0.01% | +4.65% | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.49% | -0.03% | +8.84% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.49% | +0.08% | +12.83% | |
| 50 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | +6.53% |
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 2091 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including CMCSA, ISRG, AAPL) accounted for 28.4% of total reported equity market value during Q4 2024.
During Q4 2024, Wilmington Savings Fund Society, FSB's top holdings by market value included CMCSA (5.6%)、ISRG (5.3%)、AAPL (4.9%). The largest single position, CMCSA, represented 5.6% of total portfolio value.
In Q4 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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