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Equibles

Wilmington Savings Fund Society, FSB

Location
WILMINGTON, DE
Portfolio Value
Micro $57,257,614
Diversification
Diversified
Filing Date
Global Rank
#867 / 8,232 ▲ 58
Top Industry
Telecom Services 10.4%
3Y Alpha vs SPY
-9.5%
Period ended 2 months ago
Filed Apr 30, 2026 · 45d
24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio
+38.0%
SPY
+76.3%
Annualised alpha
-9.5%
Max drawdown
−16.8%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

1,069 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025
Top Position
9.1%
+0.2 pts
Top 5
27.2%
−1.7 pts
Top 10
36.1%
−1.0 pts
HHI
227
Mar 2023 → Mar 2026 · range 216 – 271
Diversified−17

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026
Sector % Portfolio Value
Technology 24.1% $603,883,154
Financial Services 13.8% $347,376,181
Healthcare 13.7% $343,832,610
Communication Services 12.7% $319,587,005
Industrials 9.8% $246,660,391
Consumer Defensive 7.0% $174,945,416
Consumer Cyclical 5.9% $147,345,057
Energy 4.6% $114,406,689
Unclassified 3.8% $96,347,918
Basic Materials 2.3% $57,257,614
Utilities 1.8% $46,013,160
Real Estate 0.5% $11,359,720

Last Quarter's Activity

Export CSV
Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased
25 positions
Ticker Δ Shares Shares Value Open
FIGR +914,868 939,800 $31,906,210
S +180,000 184,672 $2,378,575
VIA +80,239 80,409 $1,206,135
SOLS +47,905 68,581 $5,223,128
NKE +26,401 125,879 $6,648,928
KO +25,762 166,775 $12,683,238
WTRG +22,402 85,358 $3,437,366
TECH +20,455 27,470 $1,435,582
NVDA +13,227 117,396 $20,473,861
TCPC +12,000 14,000 $50,540
WAT +10,034 10,207 $3,039,644
RITM +10,000 11,250 $106,650
AES +9,085 10,785 $151,960
ECAT +7,500 9,000 $122,220
BRK-B +7,059 61,975 $29,698,419
ARMK +6,020 7,512 $304,536
OPEN +5,413 139,474 $652,738
EPD +5,220 88,225 $3,338,433
SPGI +4,796 6,282 $2,671,985
CNP +4,200 4,434 $191,371
KHC +4,079 50,025 $1,125,061
OLN +4,000 6,500 $193,245
BDX +3,939 77,575 $12,197,117
NSC +3,902 48,144 $13,817,328
CCNE +3,803 24,769 $717,309

Trimmed

Positions the filer reduced
25 positions
Ticker Δ Shares Shares Value Open
CMCSA −45,135 7,959,300 $228,511,502
TJX −35,643 151,041 $24,121,247
Q −28,698 22,997 $2,653,393
BC −24,851 2,791 $203,073
GPN −23,363 3,386 $227,877
ABM −20,804 83,991 $3,235,333
DD −17,931 42,089 $1,927,675
ZTS −14,897 2,920 $345,173
AAPL −14,491 759,306 $192,704,269
ADI −14,453 78,380 $24,935,812
PFE −14,315 194,065 $5,449,345
TFX −12,473 7,733 $924,943
UL −11,714 42,396 $2,415,299
GOOGL −11,450 106,818 $30,716,583
VZ −11,374 297,625 $14,940,774
TTC −11,045 249 $23,266
MSFT −10,780 273,187 $101,125,631
PTC −10,557 15,326 $2,183,801
MRK −10,115 226,576 $27,254,826
WPM −10,000 20,000 $2,620,200
GLW −9,730 294,342 $40,021,681
SYY −9,649 177,313 $12,647,736
MDLZ −9,153 105,204 $6,063,958
TFC −8,478 252,868 $11,624,341
NMFC −8,000 6,000 $46,560

New Positions

Positions the filer opened this quarter
25 positions
Ticker Shares Value Open
VSNT 309,860 $11,471,017
NTSK 1,019,457 $8,655,189
AZN 32,708 $6,450,671
NAVN 43,054 $570,034
CFG 8,932 $535,652
AMCR 11,517 $457,800
SUNB 6,226 $405,249
NBIS 3,099 $321,552
CRL 1,790 $308,775
RHP 3,020 $278,655
BXSL 11,260 $266,749
EPAC 6,846 $249,673
MBC 20,330 $168,942
TRIN 11,000 $161,810
VIST 1,725 $130,185
CGBD 11,700 $127,998
SCCO 738 $126,980
INSM 730 $119,369
CLMT 3,210 $115,239
SBR 1,500 $113,010
TXG 4,800 $101,904
STWD 5,600 $96,432
GSBD 10,000 $88,800
DNN 25,000 $88,250
TER 266 $78,858

Sold Out

Positions the filer fully exited
25 positions
Ticker Shares Value Open
YMM 23,000 $246,790
NQP 19,888 $236,468
IQV 1,000 $225,410
ZETA 10,909 $221,998
AESI 22,080 $207,993
VIK 2,349 $167,742
AMWD 2,851 $153,668
WWW 8,300 $150,645
COMP 12,538 $132,526
VRSN 535 $129,978
NZF 10,000 $125,800
FTK 6,000 $103,380
BPOP 800 $99,616
TIGR 10,000 $95,600
VAC 1,320 $76,150
LNKB 8,695 $71,820
GDV 1,800 $49,986
OTEX 1,165 $37,955
CGNX 1,000 $35,980
THQ 1,509 $28,867
USA 4,000 $25,120
MKSI 157 $25,088
CCD 1,200 $25,032
WKC 1,000 $23,430
TFPM 681 $22,622

Portfolio Positions

Export CSV View 13F filing
62 positions · $57,257,614 total · Basic Materials only · as of Mar 31, 2026
All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities
Showing 1–50 of 62 positions by value · page 1 of 2
Ticker Company Shares Value (USD) % of Portfolio History
AMRZ
Amrize Ltd
Basic Materials 		121,818 $6,824,243 11.92%
NTR
Nutrien Ltd.
Basic Materials 		88,466 $6,675,644 11.66%
SOLS
Solstice Advanced Materials Inc.
Basic Materials 		68,581 $5,223,128 9.12%
APD
Air Products & Chemicals, Inc.
Basic Materials 		14,867 $4,318,714 7.54%
SHW
Sherwin Williams Co
Basic Materials 		12,771 $4,093,743 7.15%
UFPI
Ufp Industries Inc
Basic Materials 		40,839 $3,762,087 6.57%
KWR
Quaker Chemical Corp
Basic Materials 		24,769 $3,077,052 5.37%
PPG
Ppg Industries Inc
Basic Materials 		26,052 $2,784,436 4.86%
WPM
Wheaton Precious Metals Corp.
Basic Materials 		20,000 $2,620,200 4.58%
CTVA
Corteva, Inc.
Basic Materials 		28,338 $2,372,173 4.14%
LIN
Linde PLC
Basic Materials 		4,371 $2,166,966 3.78%
DD
DuPont de Nemours, Inc.
Basic Materials 		42,089 $1,927,675 3.37%
DOW
Dow Inc.
Basic Materials 		41,561 $1,731,015 3.02%
ECL
Ecolab Inc.
Basic Materials 		5,443 $1,447,946 2.53%
RPM
Rpm International Inc/De/
Basic Materials 		10,862 $1,079,682 1.89%
WDFC
Wd 40 Co
Basic Materials 		4,811 $981,154 1.71%
CBT
Cabot Corp
Basic Materials 		9,592 $722,373 1.26%
FNV
FRANCO NEVADA Corp
Basic Materials 		1,730 $427,396 0.75%
ALB
Albemarle Corp
Basic Materials 		1,909 $342,722 0.60%
FCX
Freeport-Mcmoran Inc
Basic Materials 		5,747 $337,807 0.59%
KGC
Kinross Gold Corp
Basic Materials 		11,000 $335,720 0.59%
NEM
NEWMONT Corp /DE/
Basic Materials 		3,063 $331,569 0.58%
AG
First Majestic Silver Corp
Basic Materials 		15,000 $322,200 0.56%
EMN
Eastman Chemical Co
Basic Materials 		4,063 $310,088 0.54%
EQX
Equinox Gold Corp.
Basic Materials 		18,000 $260,280 0.45%
NUE
Nucor Corp
Basic Materials 		1,350 $228,285 0.40%
OLN
OLIN Corp
Basic Materials 		6,500 $193,245 0.34%
LYB
LyondellBasell Industries N.V.
Basic Materials 		2,343 $188,751 0.33%
IFF
International Flavors & Fragrances Inc
Basic Materials 		2,395 $173,757 0.30%
CGAU
Centerra Gold Inc.
Basic Materials 		9,000 $160,110 0.28%
VALE
Vale S.A.
Basic Materials 		9,700 $154,327 0.27%
RIO
Rio Tinto PLC
Basic Materials 		1,650 $153,928 0.27%
TGLS
Tecnoglass Inc.
Basic Materials 		3,070 $136,768 0.24%
SXT
Sensient Technologies Corp
Basic Materials 		1,555 $134,414 0.23%
CC
Chemours Co
Basic Materials 		5,839 $128,632 0.22%
SCCO
Southern Copper Corp/
Basic Materials 		738 $126,980 0.22%
B
Barrick Mining Corp
Basic Materials 		3,005 $122,573 0.21%
AA
Alcoa Corp
Basic Materials 		1,751 $116,142 0.20%
CLMT
Calumet, Inc. /DE
Basic Materials 		3,210 $115,239 0.20%
MOS
Mosaic Co
Basic Materials 		4,233 $107,941 0.19%
VMC
Vulcan Materials CO
Basic Materials 		377 $102,657 0.18%
FMC
Fmc Corp
Basic Materials 		3,350 $57,687 0.10%
CLF
Cleveland-Cliffs Inc.
Basic Materials 		6,000 $50,700 0.09%
AEM
Agnico Eagle Mines Ltd
Basic Materials 		225 $45,669 0.08%
PRM
Perimeter Solutions, Inc.
Basic Materials 		1,415 $34,554 0.06%
KRO
Kronos Worldwide Inc
Basic Materials 		4,763 $31,292 0.05%
SLVM
Sylvamo Corp
Basic Materials 		596 $25,174 0.04%
VOXR
Vox Royalty Corp.
Basic Materials 		4,400 $23,056 0.04%
GFI
Gold Fields Ltd
Basic Materials 		500 $22,700 0.04%
MLM
Martin Marietta Materials Inc
Basic Materials 		38 $22,369 0.04%

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