Empfehlung
10,1
Stark Verkaufen
Composite Score (0–100)
Insider (25%)
0
Keine Insider-Käufe
Institutionell (22,5%)
44.8
2 neu, 5 erhöht, 35,4M $ netto
Aktivist (12,5%)
0
Kein 13D/13G
Risikofreier Zins (T-Bills): 3,72% (Stand: 28.02.2026)
Score-Verlauf (90 Tage)
Stammdaten
Unternehmen
| Name | Wilmington Savings Fund Society, FSB |
|---|---|
| Ticker | |
| CIK | 0000900974 |
Branche
| SIC-Code | |
|---|---|
| Beschreibung |
Wertpapier
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
| Titel | – |
Status
| Zuletzt geprüft | 2026-03-20 22:33:40.86029 |
|---|
Fondsaktivität (letzte 3 Quartale)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 24,369,106 | 0 | 24,369,106 | 24,369,106 | Neu | +100,0% | |
| Fairfield Financial Advisors, LTD | 15,608,415 | 6,621,765 | 8,986,650 | 15,608,415 | Aufgestockt | +135,7% | |
| Kohmann Bosshard Financial Services, LLC | 4,489,140 | 6,435,893 | -1,946,753 | 4,489,140 | Reduziert | -30,2% | |
| Jackson Wealth Management, LLC | 4,314,586 | 1,830,839 | 2,483,747 | 4,315,000 | Aufgestockt | +135,7% | |
| Redwood Wealth Management Group, LLC | 2,763,380 | 2,564,130 | 199,250 | 2,763,380 | Aufgestockt | +7,8% | |
| Game Plan Financial Advisors, LLC | 1,703,934 | 0 | 1,703,934 | 1,703,934 | Neu | +100,0% | |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 95,660 | 87,560 | 8,100 | 768,762 | Aufgestockt | +9,3% | |
| Westside Investment Management, Inc. | 757,144 | 987,144 | -230,000 | 757,144 | Reduziert | -23,3% | |
| ALBERT D MASON INC | 87,464 | 94,542 | -7,078 | 702,893 | Reduziert | -7,5% | |
| WESTERLY CAPITAL MANAGEMENT, LLC | 80,000 | 0 | 80,000 | 440,800 | Neu | +100,0% | |
| Vermillion & White Wealth Management Group, LLC | 26,768 | 0 | 26,768 | 213,876 | Neu | +100,0% | |
| Byrne Asset Management LLC | 428 | 175 | 253 | 127,968 | Aufgestockt | +144,6% | |
| ORG Partners LLC | 1,185 | 1,185 | 0 | 9,523 | Unverändert | 0,0% | |
| Hurley Capital, LLC | 704 | 704 | 0 | 5,625 | Unverändert | 0,0% | |
| Horrell Capital Management, Inc. | 260 | 260 | 0 | 2,089 | Unverändert | 0,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter (aktuelles Quartal)
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| Coastwise Capital Group, LLC | 24,369,106 | 24,369,106 | 43.82 |
| Fairfield Financial Advisors, LTD | 15,608,415 | 15,608,415 | 28.06 |
| Kohmann Bosshard Financial Services, LLC | 4,489,140 | 4,489,140 | 8.07 |
| Jackson Wealth Management, LLC | 4,314,586 | 4,315,000 | 7.76 |
| Redwood Wealth Management Group, LLC | 2,763,380 | 2,763,380 | 4.97 |
| Game Plan Financial Advisors, LLC | 1,703,934 | 1,703,934 | 3.06 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 95,660 | 768,762 | 1.38 |
| Westside Investment Management, Inc. | 757,144 | 757,144 | 1.36 |
| ALBERT D MASON INC | 87,464 | 702,893 | 1.26 |
| Byrne Asset Management LLC | 428 | 127,968 | 0.23 |
| ORG Partners LLC | 1,185 | 9,523 | 0.02 |
| Horrell Capital Management, Inc. | 260 | 2,089 | 0.00 |