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WBS · Webster Financial Corp

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$79.00 -0.02 (-0.03%) At close · Aug 14
Market Cap
$12.80B
Shares
162.03M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding WBS

386 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Mid-Cap ETF 5,338,323 $370,586,383 0.35%
VANGUARD TOTAL STOCK MARKET INDEX FUND 5,113,080 $354,950,014 0.02%
VANGUARD SMALL-CAP INDEX FUND 3,719,015 $258,174,021 0.16%
Invesco Small Cap Value Fund 2,463,735 $178,275,865 1.66%
VANGUARD SMALL-CAP VALUE INDEX FUND 2,368,254 $164,404,193 0.27%
U.S. SMALL CAP VALUE PORTFOLIO 1,833,045 $132,639,136 0.71%
VANGUARD EXTENDED MARKET INDEX FUND 1,799,663 $124,932,605 0.15%
The Merger Fund 1,544,626 $107,227,937 4.34%
State Street SPDR S&P MidCap 400SM ETF Trust 1,215,249 $84,362,586 0.35%
Invesco Value Opportunities Fund 1,160,657 $83,985,141 1.00%
Fidelity Extended Market Index Fund 826,614 $60,111,370 0.14%
iShares S&P Mid-Cap 400 Value ETF 820,277 $56,943,629 0.71%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 787,640 $54,677,969 0.35%
State Street(R) SPDR(R) S&P(R) Regional Banking ETF 785,156 $54,505,530 1.47%
Dimensional US Small Cap Value ETF 698,863 $50,569,727 0.67%
VANGUARD HIGH DIVIDEND YIELD INDEX FUND 631,800 $45,717,048 0.05%
Fidelity Mid Cap Index Fund 593,655 $42,956,876 0.09%
iShares Russell Mid-Cap ETF 611,402 $42,443,527 0.09%
Fidelity Low-Priced Stock Fund 458,348 $33,166,061 0.14%
Invesco Main Street Small Cap Fund 470,796 $32,682,658 1.48%
Schwab U.S. Mid-Cap ETF 436,599 $31,749,479 0.22%
First Trust Merger Arbitrage Fund 426,814 $29,629,428 1.87%
U.S. SMALL CAP PORTFOLIO 408,493 $29,558,553 0.16%
ClearBridge Value Fund 375,000 $27,135,000 0.65%
THE ARBITRAGE FUND 366,916 $26,682,132 3.16%
Dimensional U.S. Small Cap ETF 366,790 $26,540,924 0.19%
iShares Russell 1000 Value ETF 375,176 $26,044,718 0.04%
VANGUARD SELECTED VALUE FUND 344,586 $24,934,243 0.38%
GMO Alternative Allocation Fund 318,352 $23,150,557 2.85%
Dimensional U.S. Core Equity 2 ETF 318,457 $23,043,549 0.05%
Fidelity Total Market Index Fund 302,921 $22,028,415 0.02%
U.S. CORE EQUITY 2 PORTFOLIO 303,388 $21,953,156 0.06%
U.S. CORE EQUITY 1 PORTFOLIO 289,654 $20,959,363 0.05%
VANGUARD FINANCIALS INDEX FUND 260,921 $18,974,175 0.14%
VANGUARD S&P MID-CAP 400 INDEX FUND 257,248 $18,707,075 0.33%
Fidelity Series Total Market Index Fund 246,743 $17,943,151 0.02%
Invesco V.I. Main Street Small Cap Fund 248,799 $17,271,627 1.48%
State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF 247,823 $17,203,873 0.71%
WisdomTree U.S. Midcap Dividend Fund 246,401 $17,105,157 0.46%
U.S. Targeted Value Portfolio 227,824 $16,485,345 0.10%
iShares Russell Mid-Cap Value ETF 230,245 $15,983,608 0.11%
iShares Core S&P Total U.S. Stock Market ETF 200,434 $13,914,128 0.02%
Dunham Monthly Distribution Fund 180,878 $13,088,332 4.63%
State Street(R) SPDR(R) S&P(R) Bank ETF 185,336 $12,866,025 1.00%
Nomura VIP Small Cap Value Series 183,233 $12,720,035 0.73%
Schwab U.S. Large-Cap ETF 169,000 $12,289,680 0.02%
iShares U.S. Regional Banks ETF 170,757 $11,853,951 2.09%
Nuveen Quant Small/Mid Cap Equity Fund 161,130 $11,659,367 0.45%
JNL Mid Cap Index Fund 162,692 $11,294,079 0.35%
VANGUARD TOTAL WORLD STOCK INDEX FUND 146,292 $10,585,689 0.01%
Showing 1–50 of 386 positions
Key facts CIK 801337 CUSIP 947890109 13F (30d) 494 filings 481 filers Visit website Investor relations

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