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Hank McCue

Wilmington Savings Fund Society, Fsb

Assets Managed
$4.196B
Holdings
1423
Last Quarter
2026 - Q1
Filed Date
1mo 9d ago
Growth Rate
-1.54%(2Q avg: 0.59%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilmington Savings Fund Society, Fsb's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1423 positions.

Assets under management

The assets under management (AUM) of Wilmington Savings Fund Society, Fsb over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 4.196B in assets, with a quarterly growth rate of -1.54% and a 2-quarter average growth rate of 0.59%. The portfolio is managed by Hank McCue, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VEA
Vanguard Ftse Developed Etf
Recent Activity
Decreased -0.97%
6.27%
$262.883M
4.102M shares@ $64.08 avg price
CMCSA
Comcast Corp-class A
Recent Activity
Decreased -0.56%
5.45%
$228.512M
7.959M shares@ $28.71 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.87%
4.6%
$192.704M
759,306 shares@ $253.8 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.79%
2.42%
$101.126M
273,187 shares@ $370.17 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 2.02%
2.41%
$101.041M
154,684 shares@ $653.22 avg price
IWY
Ishares Russell Top 200 Grow
Recent Activity
Decreased -0.5%
2.22%
$92.746M
372,712 shares@ $248.84 avg price
JNJ
Johnson & Johnson
Recent Activity
Decreased -2.2%
2.06%
$86.135M
352,375 shares@ $244.44 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -2.53%
1.78%
$74.384M
231,862 shares@ $320.81 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -3.44%
1.76%
$73.706M
256,941 shares@ $286.86 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -2.87%
1.74%
$72.993M
248,140 shares@ $294.16 avg price

1-10 of 1423