Wilmington Savings Fund Society, FSB
SEC Form 13F institutional filer · CIK 0000900974
13F-HR · 468 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$3.13B
Top-10 concentration
46.0%
Wilmington Savings Fund Society, FSB — $3.13B AUM allocation strategy
Wilmington Savings Fund Society, FSB files SEC Form 13F and reports $3.13B of long US equity value across 468 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 11.7%, followed by Communication Services 10.6% and Financials 8.7%.
The top 10 holdings account for 46% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wilmington Savings Fund Society, FSB — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$3.13B
total across 468 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
46% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$IWM +170K sh · +$19.4M+$NKE +26.4K sh · +$311K+$KO +25.8K sh · +$2.83M
Biggest trims (shares)
−$SCHW −67.7K sh · −$4.04M−$AMCR −56.3K sh · −$108K−$CMCSA −45.1K sh · −$10.7M
Exited to nil (held last quarter, gone now)
$IQV ($225K last qtr)$VRSN ($130K last qtr)$SMCI ($15.8K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Cable & Satellite7.3%—
- Technology Hardware, Storage & Peripherals6.2%—
- Interactive Media & Services3.4%—
- Financial Exchanges & Data3.3%—
- Systems Software3.2%—
- Pharmaceuticals2.8%—
- Diversified Banks2.3%—
- Aerospace & Defense1.7%—
- Other holdings69.8%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
7 of 7 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $CMCSA | Comcast Corporation | 7.96M | $229M | -45.1K | 7.3% |
| $AAPL | Apple Inc | 759K | $193M | -14.5K | 6.2% |
| $SPGI | S&P Global Inc | 832K | $104M | -39.5K | 3.3% |
| $MSFT | Microsoft Corporation | 273K | $101M | -10.8K | 3.2% |
| $JNJ | Johnson & Johnson | 352K | $86.1M | -7.93K | 2.7% |
| $GOOGL | Alphabet Inc | 257K | $73.7M | -9.16K | 2.4% |
| $JPM | JP Morgan Chase & Co | 248K | $73M | -7.34K | 2.3% |
…and 461 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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