Ownership history in US BANCORP \DE\ Β· 23 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in WISDOMTREE LARGECAP VALUE FU (WTV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π US BANCORP \DE\ underperformed the S&P 500 by β0.2% annually on this WTV position. Timing score: 75% (3/4 decisions correct). Average cost basis: $48.76. Maximum drawdown during holding period: β31.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
21 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $35.66 (2020 Q2) Β· Worst: $73.41 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 2 trims. Bought during 0 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size