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CIK: 0000900974
Total reported value
$4.5B
$4.5B
1373 檔
21.2%
The Q4 2025 SEC filing reveals that Wilmington Savings Fund Society, FSB held a total portfolio value of $4.5B, covering 1373 public equity positions.
Wilmington Savings Fund Society, FSB executed strategic sector rebalancing during Q4 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 23 positions.
Showing top 200 holdings (of 1373 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 6.07% | +0.09% | +1.97% | |
| 2 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 5.61% | -1.04% | -2.25% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.94% | +0.27% | -1.48% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.22% | -0.17% | -1.59% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.44% | +0.16% | +9.77% | |
| 6 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 2.43% | +0.13% | -0.18% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.96% | +0.22% | +8.29% | |
| 8 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.93% | +0.05% | -0.87% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.87% | +0.11% | -1.64% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.82% | -0.04% | +1.24% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.75% | -0.07% | -1.21% | |
| 12 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 1.59% | — | +12.70% | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.31% | -0.03% | — | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.25% | +0.15% | +1.38% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.20% | +0.27% | +52.57% | |
| 16 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.20% | +0.23% | +12.43% | |
| 17 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.14% | -0.06% | +7.86% | |
| 18 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 1.09% | +0.05% | +3.82% | |
| 19 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.03% | +0.16% | +3.82% | |
| 20 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.97% | +0.04% | +1.83% | |
| 21 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.91% | -0.03% | -4.13% | |
| 22 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 0.91% | +0.02% | -8.80% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.87% | +0.12% | +2.08% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.27% | -0.63% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.82% | +0.05% | -1.13% | |
| 26 | CSCO | Cisco Systems Inc | Stock-Tech | 0.81% | +0.31% | -0.89% | |
| 27 | ABT | Abbott Laboratories | Stock-Healthcare | 0.79% | -0.12% | -1.77% | |
| 28 | IWR | Ishares Russell Mid-cap ETF | ETF-Other | 0.79% | +0.12% | +3.26% | |
| 29 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.76% | +0.11% | +1.32% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.76% | +0.22% | -0.95% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.76% | +0.01% | -2.30% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.75% | +0.04% | +0.03% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.74% | -0.09% | +6.31% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.73% | +0.13% | +4.38% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.70% | -0.03% | -1.96% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.67% | -0.07% | -1.32% | |
| 37 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.66% | -0.11% | -14.40% | |
| 38 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.65% | -0.02% | +1.33% | |
| 39 | GLW | Corning Inc | Stock-Tech | 0.62% | +0.68% | -1.63% | |
| 40 | ADI | Analog Devices Inc | Stock-Tech | 0.59% | +0.09% | -0.72% | |
| 41 | DOCS | Doximity Inc-class A | Stock-Healthcare | 0.59% | -0.05% | — | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.58% | -0.01% | -1.37% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.01% | -2.08% | |
| 44 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.58% | -0.04% | -2.43% | |
| 45 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.57% | +0.15% | +116.61% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.57% | +0.03% | -1.06% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.56% | -0.12% | -1.34% | |
| 48 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.56% | +0.02% | -1.91% | |
| 49 | GWX | State Street Spdr S&p Intern | ETF-Other | 0.53% | -0.06% | +5.56% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.52% | -0.04% | +255.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +0.5% | +8.29% | Add |
| 2 | IWF | Ishares Russell 1000 Growth | +0.4% | +52.57% | Add |
| 3 | META | Meta Platforms Inc-class A | +0.4% | +255.92% | Add |
| 4 | IWD | Ishares Russell 1000 Value E | +0.3% | +116.61% | Add |
| 5 | LLY | Eli Lilly & Co | +0.2% | +4.38% | Add |
| 6 | IVV | Ishares Core S&p 500 ETF | +0.2% | +9.77% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.2% | +1.97% | Add |
| 8 | GOOGL | Alphabet Inc-cl A | +0.2% | +2.08% | Add |
| 9 | SCZ | Ishares Msci Eafe Small-cap | +0.2% | +12.70% | Add |
| 10 | EFA | Ishares Msci Eafe ETF | +0.1% | +12.43% | Add |
| 11 | AAPL | Apple Inc | +0.1% | -1.48% | Trim |
| 12 | JNJ | Johnson & Johnson | +0.1% | -1.21% | Trim |
| 13 | MRK | Merck & Co. Inc. | +0.1% | -1.37% | Trim |
| 14 | GFF | Griffon CORP | +0.1% | +44.85% | Add |
| 15 | CSCO | Cisco Systems Inc | +0.1% | -0.89% | Trim |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | -2.43% | Trim |
| 17 | IWX | Ishares Russell Top 200 Valu | +0.1% | +3.82% | Add |
| 18 | KEYS | Keysight Technologies In | +0.1% | +2038.57% | Add |
| 19 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +99.19% | Add |
| 20 | PANW | Palo Alto Networks Inc | +0.1% | +359.19% | Add |
| 21 | OTIS | Otis Worldwide CORP | +0.1% | +239.71% | Add |
| 22 | CAT | Caterpillar Inc | +0.1% | +6.90% | Add |
| 23 | EEM | Ishares Msci Emerging Market | 0% | +3.82% | Add |
| 24 | VOE | Vanguard Mid-cap Value ETF | 0% | +6.31% | Add |
| 25 | ADI | Analog Devices Inc | 0% | -0.72% | Trim |
| 26 | AGG | Ishares Core U.s. Aggregate | 0% | +15.56% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | -0.63% | Trim |
| 28 | AMGN | Amgen Inc | 0% | -3.32% | Trim |
| 29 | QUAL | Ishares Msci USA Quality Fac | 0% | +1.24% | Add |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +1.38% | Add |
| 31 | DIS | Walt Disney Co/the | -0.1% | -38.23% | Trim |
| 32 | GPC | Genuine Parts Co | -0.1% | -56.52% | Trim |
| 33 | SYY | Sysco CORP | -0.1% | -3.55% | Trim |
| 34 | AVGO | Broadcom Inc | -0.1% | -37.02% | Trim |
| 35 | HD | Home Depot Inc | -0.1% | +1.03% | Add |
| 36 | VGT | Vanguard Info Tech ETF | -0.1% | -16.54% | Trim |
| 37 | VOT | Vanguard Mid-cap Growth ETF | -0.1% | -2.30% | Trim |
| 38 | ABT | Abbott Laboratories | -0.1% | -1.77% | Trim |
| 39 | VZ | Verizon Communications Inc | -0.1% | -17.96% | Trim |
| 40 | IJK | Ishares S&p Mid-cap 400 Grow | -0.1% | -8.80% | Trim |
| 41 | COWZ | Pacer US Cash Cows 100 ETF | -0.1% | -14.40% | Trim |
| 42 | HSY | Hershey Co/the | -0.1% | -21.51% | Trim |
| 43 | 6D8 | Dupont De Nemours Inc | -0.1% | -43.66% | Trim |
| 44 | ORCL | Oracle CORP | -0.2% | -1.98% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -1.59% | Trim |
| 46 | DOCS | Doximity Inc-class A | -0.4% | — | Unchanged |
| 47 | CMCSA | Comcast Corp-class A | -0.6% | -2.25% | Trim |
| 48 | Q | Qnity Electronics Inc | — | NEW | New buy |
| 49 | UL | Unilever PLC | — | EXIT | Sold out |
| 50 | UL | Unilever Plc-sponsored Adr | — | NEW | New buy |
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 Q4 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 VEA, CMCSA, AAPL) accounted for 21.2% of total reported equity market value during Q4 2025.
Top New Position Initiated
Q
市值: $4.2M
Top Position Liquidated / Trimmed
UL
前期市值: $4.1M
During Q4 2025, Wilmington Savings Fund Society, FSB's top holdings by market value included VEA (6.1%)、CMCSA (5.6%)、AAPL (4.9%). The largest single position, VEA, represented 6.1% of total portfolio value.
In Q4 2025, Wilmington Savings Fund Society, FSB made 49 total portfolio adjustments, initiating 2 new buys, adding to 23 positions, trimming 23 holdings, and fully liquidating 1 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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