Stammdaten
Unternehmen & Branche
| Name | Wilmington Savings Fund Society, FSB |
|---|---|
| Ticker | |
| CIK | 0000900974 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »
Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 23.864.649 | 24.369.106 | -504.457 | 23.864.649 | Reduziert | -2,1% | |
| Fairfield Financial Advisors, LTD | 15.310.728 | 15.608.415 | -297.687 | 15.310.728 | Reduziert | -1,9% | |
| Kohmann Bosshard Financial Services, LLC | 4.489.140 | 0 | 4.489.140 | 4.489.140 | Neu | +100,0% | |
| Game Plan Financial Advisors, LLC | 3.219.471 | 1.703.934 | 1.515.537 | 3.219.471 | Aufgestockt | +88,9% | |
| Redwood Wealth Management Group, LLC | 2.335.834 | 2.763.380 | -427.546 | 2.335.834 | Reduziert | -15,5% | |
| Jackson Wealth Management, LLC | 1.283.720 | 4.314.586 | -3.030.866 | 1.284.000 | Reduziert | -70,2% | |
| StoneX Group Inc. | 11.798 | 0 | 11.798 | 579.282 | Neu | +100,0% | |
| Westside Investment Management, Inc. | 397.144 | 757.144 | -360.000 | 397.144 | Reduziert | -47,5% | |
| Jump Financial, LLC | 4.529 | 0 | 4.529 | 222.374 | Neu | +100,0% | |
| Byrne Asset Management LLC | 428 | 428 | 0 | 128.400 | Unverändert | 0,0% | |
| Wilmington Savings Fund Society, FSB | 191 | 0 | 191 | 9.378 | Neu | +100,0% | |
| Fortune Financial Group, Inc. | 51.685 | 0 | 51.685 | 53 | Neu | +100,0% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) | Stimmkontrolle | Verlauf |
|---|---|---|---|---|---|---|---|
| Coastwise Capital Group, LLC | 23.864.649 | 24.369.106 | -2,1% | 23.864.649 | 50,40 | 0 % | 2 Q |
| Fairfield Financial Advisors, LTD | 15.310.728 | 15.608.415 | -1,9% | 15.310.728 | 32,33 | 100 % | 12 Q |
| Game Plan Financial Advisors, LLC | 3.219.471 | 1.703.934 | +88,9% | 3.219.471 | 6,80 | 100 % | 2 Q |
| Redwood Wealth Management Group, LLC | 2.335.834 | 2.763.380 | -15,5% | 2.335.834 | 4,93 | 100 % | 7 Q |
| Jackson Wealth Management, LLC | 1.283.720 | 4.314.586 | -70,2% | 1.284.000 | 2,71 | 0 % | 12 Q |
| StoneX Group Inc. | 11.798 | 0 | +100,0% | 579.282 | 1,22 | 0 % | 1 Q |
| Westside Investment Management, Inc. | 397.144 | 757.144 | -47,5% | 397.144 | 0,84 | 0 % | 9 Q |
| Jump Financial, LLC | 4.529 | 0 | +100,0% | 222.374 | 0,47 | 100 % | 1 Q |
| Byrne Asset Management LLC | 428 | 428 | 0,0% | 128.400 | 0,27 | 100 % | 17 Q |
| Wilmington Savings Fund Society, FSB | 191 | 0 | +100,0% | 9.378 | 0,02 | 0 % | 10 Q |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 11 | 101,9 | 103 |
| 31.12.2025 | ✓ | 9 | 54,1 | 54 |
| 30.09.2025 | ✓ | 6 | 18,4 | 18 |
| 30.06.2025 | ✓ | 5 | 10,6 | 11 |
| 31.03.2025 | ✓ | 6 | 9,5 | 10 |
| 31.12.2024 | ✓ | 6 | 11,7 | 12 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| Coastwise Capital Group, LLC | 24.369.106 | 24.369.106 |
| Game Plan Financial Advisors, LLC | 1.703.934 | 1.703.934 |
| Fortune Financial Group, Inc. | 51.685 | 53 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Fairfield Financial Advisors, LTD | 15.608.415 | 8.986.650 | +135.7 % | 15.608.415 |
| Jackson Wealth Management, LLC | 4.314.586 | 2.483.747 | +135.7 % | 4.315.000 |
| Redwood Wealth Management Group, LLC | 2.763.380 | 199.250 | +7.8 % | 2.763.380 |
| Byrne Asset Management LLC | 428 | 253 | +144.6 % | 127.968 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| Kohmann Bosshard Financial Services, LLC | 4.489.140 | -1.946.753 | -30.2 % | 4.489.140 |
| Westside Investment Management, Inc. | 757.144 | -230.000 | -23.3 % | 757.144 |