Wilmington Savings Fund Society, FSB

Est. AUM

$2.75B

13F long equity, this entity only

Positions

1,412

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$247.1M	3855951	8.97%	SOLE
2	APPLE INC	COM	$108.1M	426071	3.93%	SOLE
3	ISHARES TR	CORE S&P500 ETF	$91.6M	140265	3.33%	SOLE
4	ISHARES TR	RUS TP200 GR ETF	$87.4M	351256	3.17%	SOLE
5	MICROSOFT CORP	COM	$75.4M	203808	2.74%	SOLE
6	ISHARES TR	EAFE SML CP ETF	$65.7M	837768	2.38%	SOLE
7	ALPHABET INC	CAP STK CL C	$58.9M	205390	2.14%	SOLE
8	ISHARES TR	MSCI USA QLT FCT	$57.4M	299062	2.08%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL A	$54.6M	76	1.98%	DFND
10	ISHARES TR	MSCI EAFE ETF	$53.0M	545404	1.92%	SOLE
11	ISHARES TR	RUS 1000 GRW ETF	$51.9M	121703	1.88%	SOLE
12	JPMORGAN CHASE & CO	COM	$51.0M	173206	1.85%	SOLE
13	VANGUARD INDEX FDS	TOTAL STK MKT	$49.3M	153624	1.79%	SOLE
14	ISHARES TR	RUS TP200 VL ETF	$45.3M	489228	1.65%	SOLE
15	ISHARES TR	MSCI EMG MKT ETF	$43.8M	771444	1.59%	SOLE
16	SCHWAB STRATEGIC TR	US LRG CAP ETF	$38.5M	1501436	1.40%	DFND
17	STATE STR SPDR S&P 500 ETF T	TR UNIT	$38.3M	58833	1.39%	SOLE
18	CORNING INC	COM	$38.2M	281121	1.39%	SOLE
19	ISHARES TR	S&P MC 400VL ETF	$35.5M	267836	1.29%	SOLE
20	ISHARES TR	S&P MC 400GR ETF	$35.1M	348950	1.27%	SOLE
21	ISHARES TR	RUS 1000 VAL ETF	$32.1M	150230	1.17%	SOLE
22	FIGURE TECHNOLOGY SOLUTIO	COM CL A	$31.9M	939800	1.16%	DFND
23	JOHNSON & JOHNSON	COM	$30.2M	123540	1.10%	SOLE
24	INVESCO QQQ TR	UNIT SER 1	$28.8M	49813	1.04%	SOLE
25	VANGUARD INDEX FDS	MCAP VL IDXVIP	$27.0M	146252	0.98%	SOLE
26	PACER FDS TR	US CASH COWS 100	$25.4M	405842	0.92%	SOLE
27	VANGUARD INDEX FDS	MCAP GR IDXVIP	$25.2M	98038	0.92%	SOLE
28	ISHARES TR	RUS MID CAP ETF	$25.0M	257476	0.91%	SOLE
29	EXXON MOBIL CORP	COM	$24.5M	144115	0.89%	SOLE
30	CISCO SYS INC	COM	$23.4M	301455	0.85%	SOLE
31	AMAZON COM INC	COM	$22.6M	108482	0.82%	SOLE
32	SPDR INDEX SHS FDS	STATE STREET SPD	$22.5M	533408	0.82%	SOLE
33	MASTERCARD INCORPORATED	CL A	$22.3M	44538	0.81%	SOLE
34	ANALOG DEVICES INC	COM	$21.2M	66774	0.77%	SOLE
35	TJX COS INC NEW	COM	$19.8M	124230	0.72%	SOLE
36	ISHARES TR	CORE S&P MCP ETF	$19.8M	292841	0.72%	SOLE
37	ABBOTT LABORATORIES	COM	$18.9M	184459	0.69%	SOLE
38	THERMO FISHER SCIENTIFIC INC	COM	$18.6M	37827	0.67%	SOLE
39	PEPSICO INC	COM	$17.9M	115511	0.65%	SOLE
40	HERSHEY CO	COM	$16.9M	81452	0.61%	SOLE
41	HONEYWELL INTL INC	COM	$16.7M	74073	0.61%	SOLE
42	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$16.0M	33357	0.58%	SOLE
43	VISA INC	COM CL A	$15.8M	52417	0.58%	SOLE
44	NVIDIA CORPORATION	COM	$15.6M	89494	0.57%	SOLE
45	GRIFFON CORP	COM	$14.7M	202785	0.54%	DFND
46	JOHNSON CONTROLS INTERNATION	SHS	$14.6M	111798	0.53%	SOLE
47	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$14.5M	268771	0.53%	SOLE
48	CHEVRON CORPORATION	COM	$14.2M	68812	0.52%	SOLE
49	KLA CORP	COM NEW	$14.1M	9550	0.51%	SOLE
50	AMGEN INC	COM	$13.7M	39030	0.50%	SOLE

1–50 of 1,412

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.