Long-term investor
Wilmington Savings Fund Society, Fsb @wilmingtonsavingsfundsoc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0000900974).
Record
- Tracked since 2025-06-30 (434 days), 62 trades recorded
- Returns: week n/a · month n/a · 90 days +7.5% · 6 months +8.3% · 1 year +13.3% · all +13.3%
- Max drawdown -1.8% · Sharpe 0.96 · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VEA · 6.4% · long · since 2025-06-30
- AAPL · 4.9% · long · since 2025-06-30
- 20030N101 · 4.4% · long · since 2025-06-30
- IVV · 2.6% · long · since 2025-06-30
- IWY · 2.3% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- JNJ · 2.0% · long · since 2025-06-30
- GOOG · 2.0% · long · since 2025-06-30
- VTI · 1.9% · long · since 2025-06-30
- JPM · 1.8% · long · since 2025-06-30
- IWF · 1.7% · long · since 2025-06-30
- GLW · 1.6% · long · since 2025-06-30