13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000900974
Total reported value
$4.5B
$4.5B
1373 檔
21.3%
As reported in its official Q3 2025 Form 13F filing, Wilmington Savings Fund Society, FSB's tracked investment portfolio stood at $4.5B with 1373 total positions.
In Q3 2025, Wilmington Savings Fund Society, FSB adopted a defensive or profit-taking posture, trimming 39 positions and completely liquidating 4 holdings to manage risk exposure.
Showing top 200 holdings (of 1373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 6.20% | -1.04% | -0.80% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.87% | +0.09% | -10.06% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.82% | +0.27% | -18.69% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.60% | -0.17% | -32.14% | |
| 5 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.48% | +0.13% | -0.90% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.23% | +0.16% | +0.23% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.96% | +0.05% | -24.40% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.91% | +0.11% | -39.77% | |
| 9 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.81% | -0.04% | +0.35% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.63% | -0.07% | -21.91% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.44% | +0.22% | -25.61% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.44% | — | +18.57% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.35% | -0.03% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.15% | -23.84% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.17% | -0.06% | -50.79% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.06% | +0.23% | -53.11% | |
| 17 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.03% | +0.05% | +3.37% | |
| 18 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.01% | +0.02% | -6.17% | |
| 19 | DOCS | Doximity Inc-class A | Stock-Healthcare | 1.00% | -0.05% | -0.03% | |
| 20 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.99% | +0.16% | +0.47% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.97% | -0.03% | -3.63% | |
| 22 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.96% | +0.04% | +0.55% | |
| 23 | ABT | Abbott Laboratories | Stock-Healthcare | 0.88% | -0.12% | -8.59% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.84% | +0.01% | -10.37% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.27% | -16.64% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.81% | +0.05% | -51.49% | |
| 27 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.80% | +0.27% | +26.30% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.78% | +0.12% | -11.72% | |
| 29 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.77% | +0.22% | -19.22% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.11% | -3.90% | |
| 31 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.76% | -0.11% | -15.89% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | +0.04% | -0.44% | |
| 33 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.31% | -20.75% | |
| 34 | MA | Mastercard Inc - A | Stock-Financials | 0.73% | -0.03% | -26.59% | |
| 35 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.70% | -0.09% | -2.60% | |
| 36 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.12% | -57.48% | |
| 37 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.66% | -0.07% | -14.12% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.02% | -29.88% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.61% | +0.68% | -4.67% | |
| 40 | ORCL | Oracle CORP | Stock-Tech | 0.60% | -0.03% | -30.81% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | +0.01% | -35.30% | |
| 42 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.58% | +0.02% | -21.77% | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.57% | -0.12% | -13.10% | |
| 44 | IBM | Intl Business Machines CORP | Stock-Tech | 0.56% | +0.03% | +3.66% | |
| 45 | ADI | Analog Devices Inc | Stock-Tech | 0.55% | +0.09% | -11.42% | |
| 46 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.51% | +0.13% | -25.99% | |
| 47 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.51% | -0.06% | +10.72% | |
| 48 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.51% | -0.04% | -7.30% | |
| 49 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.50% | +0.08% | -23.94% | |
| 50 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.49% | -0.17% | -0.09% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | +1.9% | -10.06% | Trim |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.1% | +0.23% | Add |
| 3 | IWY | Ishares Russell Top 200 Grow | +0.9% | -0.90% | Trim |
| 4 | SCZ | Ishares Msci Eafe Small-cap | +0.8% | +18.57% | Add |
| 5 | QUAL | Ishares Msci USA Quality Fac | +0.7% | +0.35% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.5% | -0.80% | Trim |
| 7 | MSFT | Microsoft CORP | +0.5% | -32.14% | Trim |
| 8 | EEM | Ishares Msci Emerging Market | +0.5% | +0.47% | Add |
| 9 | AAPL | Apple Inc | +0.5% | -18.69% | Trim |
| 10 | GOOG | Alphabet Inc-cl C | +0.5% | -25.61% | Trim |
| 11 | IWF | Ishares Russell 1000 Growth | +0.4% | +26.30% | Add |
| 12 | DOCS | Doximity Inc-class A | +0.4% | -0.03% | Trim |
| 13 | IWX | Ishares Russell Top 200 Valu | +0.4% | +3.37% | Add |
| 14 | IWR | Ishares Russell Mid-cap ETF | +0.3% | -11.72% | Add |
| 15 | GLW | Corning Inc | +0.3% | -4.67% | Trim |
| 16 | JNJ | Johnson & Johnson | +0.2% | -21.91% | Trim |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -23.84% | Trim |
| 18 | PEP | Pepsico Inc | 0% | -13.10% | Trim |
| 19 | EFA | Ishares Msci Eafe ETF | 0% | -53.11% | Trim |
| 20 | HON | Honeywell International Inc | 0% | -23.89% | Trim |
| 21 | XOM | Exxon Mobil CORP | 0% | -16.64% | Trim |
| 22 | CVX | Chevron CORP | 0% | -19.28% | Trim |
| 23 | MA | Mastercard Inc - A | -0.1% | -26.59% | Trim |
| 24 | WMT | Walmart Inc | -0.1% | -53.20% | Trim |
| 25 | LLY | Eli Lilly & Co | -0.1% | -25.99% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | -0.1% | -57.48% | Trim |
| 27 | ACN | Accenture plc | -0.1% | -43.11% | Trim |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -29.88% | Trim |
| 29 | VWO | Vanguard Ftse Emerging Marke | -0.1% | -49.52% | Trim |
| 30 | META | Meta Platforms Inc-class A | -0.1% | -70.72% | Trim |
| 31 | NVDA | Nvidia CORP | -0.2% | -65.42% | Trim |
| 32 | UNH | Unitedhealth Group Inc | -0.2% | -36.53% | Trim |
| 33 | V | Visa Inc-class A Shares | -0.2% | -35.30% | Trim |
| 34 | MPWR | Monolithic Power Systems Inc | -0.2% | -90.91% | Trim |
| 35 | GOVT | Ishares US Treasury Bond ETF | -0.2% | -98.96% | Trim |
| 36 | GLD | Spdr Gold Shares | -0.2% | -74.92% | Trim |
| 37 | VXUS | Vanguard Total Intl Stock | -0.3% | -68.84% | Trim |
| 38 | 9HI | Hillenbrand Inc | -0.3% | -99.49% | Trim |
| 39 | VTI | Vanguard Total Stock Mkt ETF | -0.3% | -39.77% | Trim |
| 40 | AMZN | Amazon.com Inc | -0.3% | -51.49% | Trim |
| 41 | BDX | Becton Dickinson And Co | -0.3% | -1.86% | Trim |
| 42 | VOO | Vanguard S&p 500 ETF | -0.5% | -82.03% | Trim |
| 43 | IWN | Ishares Russell 2000 Value E | -0.5% | -94.70% | Trim |
| 44 | PG | Procter & Gamble Co/the | -0.9% | -50.79% | Trim |
| 45 | AGG | Ishares Core U.s. Aggregate | -1% | -76.95% | Trim |
| 46 | ISRG | Intuitive Surgical Inc | -5.2% | -99.63% | Trim |
| 47 | SNREN | Sunrise Communicat-cl A | — | EXIT | Sold out |
| 48 | LBRDK | Liberty Broadband-c | — | EXIT | Sold out |
| 49 | IGOV | Ishares International Treasu | — | EXIT | Sold out |
| 50 | LBTYA | Liberty Global Ltd. | — | EXIT | Sold out |
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 1373 disclosed positions in Q3 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CMCSA, VEA, AAPL) accounted for 21.3% of total reported equity market value during Q3 2025.
Top Position Liquidated / Trimmed
SNREN
前期市值: $9.8M
During Q3 2025, Wilmington Savings Fund Society, FSB's top holdings by market value included CMCSA (6.2%)、VEA (5.9%)、AAPL (4.8%). The largest single position, CMCSA, represented 6.2% of total portfolio value.
In Q3 2025, Wilmington Savings Fund Society, FSB made 50 total portfolio adjustments, initiating 0 new buys, adding to 7 positions, trimming 39 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.