Wilmington Savings Fund Society, FSB HTRB — Hartford Funds Exchange-Traded

Ownership history in Wilmington Savings Fund Society, FSB  ·  5 quarters on record

AI Ownership Summary

Wilmington Savings Fund Society, FSB reported Hartford Funds Exchange-Traded (HTRB) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. The latest visible filing shows HTRB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTRB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wilmington Savings Fund Society, FSB's position in Hartford Funds Exchange-Traded, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HTRB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HTRB stock page Wilmington Savings Fund Society, FSB fund profile Wilmington Savings Fund Society, FSB full holdings
How Wilmington Savings Fund Society, FSB held HTRB — position size vs. price
% of Fund (quarterly)    HTRB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 5,960 — 0% 0.00% $204K 2025-11-14 (Est.) $33.12
2025 Q2 UNCHANGED — — — 5,960 — 0% 0.00% $202K 2025-07-28 $32.04
2025 Q1 ADDED — — — 5,960 +160 +2.8% 0.00% $202K 2025-05-08 $31.55
2024 Q4 ADDED — — — 5,800 +577 +11.0% 0.00% $193K 2025-01-28 $31.21
2024 Q3 INITIATED — — — 5,223 — — 0.00% $183K 2024-11-25 $31.35

🏢 Other funds also holding HTRB

As of 2026 Q2 — sorted by position size

Hartford Funds Management Co LLC 3Y 7Y 37.02% PRAIRIEVIEW WEALTH PARTNERS, LLC 10.0% Mountain Capital Investment Advisors Inc. 3Y 7Y 6.35% ALONGSIDE, LLC 4.11% ATTICUS WEALTH MANAGEMENT, LLC 3Y 4.08% Great Point Wealth Advisors, LLC 3Y 7Y 3.75% HOWARD FINANCIAL SERVICES, LTD. 3Y 7Y 3.42% Integrity Financial Corp /WA 3Y 2.78% IRON Financial LLC 3Y 7Y 2.7% CATALYST FINANCIAL PARTNERS LLC 3Y 2.51%

FAQ About Wilmington Savings Fund Society, FSB and HTRB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Wilmington Savings Fund Society, FSB reported owning HTRB?

Wilmington Savings Fund Society, FSB reported HTRB across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported HTRB position in Wilmington Savings Fund Society, FSB's portfolio?

The largest reported portfolio weight for HTRB was 0.00% in 2025 Q1.

What is the latest reported HTRB position on this page?

The most recent filing on this page is 2025 Q3, when Wilmington Savings Fund Society, FSB reported 5,960 shares, equal to 0.00% of portfolio, with an estimated market value of $204K.

What does the chart on this HTRB ownership page compare?

The chart compares Wilmington Savings Fund Society, FSB's quarterly HTRB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Wilmington Savings Fund Society, FSB time their HTRB position?

Based on 13F filing dates vs. subsequent HTRB price moves, Wilmington Savings Fund Society, FSB correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on HTRB relative to SPY over the holding period was -7.4%.

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