Wilmington Savings Fund Society, FSB
Annual return '25
+14.1%
SPY '25
+17.7%
Alpha
-3.6ptsvs SPY
Invested
$4.2B
Holdings
1,423
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 94%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VEA
VANGUARD TAX-MANAGED FDS
Held since at least Q1 2024
6.3%
02
$CMCSA
COMCAST CORP NEW
Q1 2026: New position (20.1k shares)
5.4%
03
$AAPL
APPLE INC
Q1 2026: New position (354.3k shares)
4.6%
04
$MSFT
MICROSOFT CORP
Q1 2026: New position (177.8k shares)
2.4%
05
$IVV
ISHARES TR
Q1 2026: New position (1.03M shares)
2.4%
06
$IWY
ISHARES TR
Held since at least Q1 2024
2.2%
07
$JNJ
JOHNSON & JOHNSON
Q1 2026: New position (26.8k shares)
2.1%
08
$VTI
VANGUARD INDEX FDS
Held since at least Q1 2024
1.8%
09
$GOOG
ALPHABET INC
Q1 2026: New position (70.4k shares)
1.8%
10
$JPM
JPMORGAN CHASE & CO
Q1 2026: New position (103.7k shares)
1.7%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:15 UTC.