Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Wilmington Trust, National Association (CIK 1537825) reported $2.90B across 609 reported positions in its SEC 13F filing for 2014-06-30. Largest positions: XOM ($176.7M, 6.10%), IVW ($99.6M, 3.44%), VEA ($80.5M, 2.78%), IWF ($80.5M, 2.78%), EFA ($69.0M, 2.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | XOM | EXXON MOBIL CORP | $176.7M | 6.10% | 1.8M | Trimmed |
| 2 | IVW | ISHARES S&P 500 GROWTH ET | $99.6M | 3.44% | 947,275 | Trimmed |
| 3 | VEA | VANGUARD FTSE DEVELOPED M | $80.5M | 2.78% | 1.9M | Added |
| 4 | IWF | ISHARES RUSSELL 1000 GROW | $80.5M | 2.78% | 885,258 | Added |
| 5 | EFA | ISHARES MSCI EAFE ETF | $69.0M | 2.38% | 1.0M | Trimmed |
| 6 | IVV | ISHARES CORE S&P 500 ETF | $67.7M | 2.34% | 343,466 | Added |
| 7 | VWO | VANGUARD FTSE EMERGING MA | $64.3M | 2.22% | 1.5M | Trimmed |
| 8 | SPY | SPDR S&P 500 ETF | $60.6M | 2.09% | 309,491 | Added |
| 9 | CVX | CHEVRON CORP | $58.5M | 2.02% | 448,447 | Added |
| 10 | DVY | ISHARES SELECT DIVIDEND E | $53.8M | 1.86% | 698,540 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $52.4M | 1.81% | 500,875 | Added |
| 12 | AAPL | APPLE INC | $47.4M | 1.63% | 509,582 | Added |
| 13 | IWD | ISHARES RUSSELL 1000 VALU | $46.4M | 1.60% | 458,232 | Added |
| 14 | GE | GENERAL ELECTRIC COMPANY | $46.3M | 1.60% | 1.8M | Added |
| 15 | JPM | JPMORGAN CHASE & CO | $38.5M | 1.33% | 668,020 | Trimmed |
| 16 | MRK | MERCK & CO INC | $37.7M | 1.30% | 651,813 | Added |
| 17 | IVE | ISHARES S&P 500 VALUE ETF | $36.9M | 1.28% | 409,177 | Trimmed |
| 18 | WFC | WELLS FARGO & CO | $29.8M | 1.03% | 567,345 | Trimmed |
| 19 | PFE | PFIZER INC | $29.0M | 1.00% | 978,445 | Trimmed |
| 20 | HCBK | HUDSON CITY BANCORP INC | $26.5M | 0.91% | 2.7M | New |
| 21 | IJH | ISHARES CORE S&P MID-CAP | $25.9M | 0.89% | 180,822 | Added |
| 22 | PEP | PEPSICO INC COM | $25.6M | 0.88% | 286,585 | Trimmed |
| 23 | EFG | ISHARES MSCI EAFE GROWTH | $25.0M | 0.86% | 345,194 | Added |
| 24 | IWM | ISHARES RUSSELL 2000 ETF | $23.1M | 0.80% | 194,849 | Trimmed |
| 25 | IJT | ISHARES S&P SM-CAP 600 GR | $22.9M | 0.79% | 189,220 | Added |
Source: SEC Form 13F filings · as of 2014-06-30