As of the latest SEC filings, WEBSTER FINANCIAL CORP (WBS) is held by 384 institutional funds. The largest fund shareholder is iShares Core S&P Mid-Cap ETF (IJH), holding an estimated $370,586,382.66 in market value, representing 0.35% of its portfolio.
Funds holding WEBSTER FINANCIAL CORP (WBS)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- WBS
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
IJH
iShares Core S&P Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.35% | $370,586,382.66 | 5,338,323 | Mar 31, 2026 | May 26, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $354,950,013.60 | 5,113,080 | Mar 31, 2026 | May 28, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.16% | $258,174,021.30 | 3,719,015 | Mar 31, 2026 | May 28, 2026 |
|
VSMIX
Invesco Small Cap Value Fund
|
MF | Invesco | 1.66% | $178,275,864.60 | 2,463,735 | Apr 30, 2026 | Jun 26, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.27% | $164,404,192.68 | 2,368,254 | Mar 31, 2026 | May 28, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.71% | $132,639,136.20 | 1,833,045 | Apr 30, 2026 | Jun 24, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.15% | $124,932,605.46 | 1,799,663 | Mar 31, 2026 | May 28, 2026 |
|
MERIX
The Merger Fund
|
MF | Independent / Boutique | 4.34% | $107,227,936.92 | 1,544,626 | Mar 31, 2026 | May 29, 2026 |
|
MDY
SPDR S&P MidCap 400 ETF Trust
|
ETF | State Street (SPDR) | 0.35% | $84,362,585.58 | 1,215,249 | Mar 31, 2026 | Jun 1, 2026 |
|
VVORX
Invesco Value Opportunities Fund
|
MF | Invesco | 1.00% | $83,985,140.52 | 1,160,657 | Apr 30, 2026 | Jun 26, 2026 |
|
DEVIX
Nomura Small Cap Value Fund
|
MF | Independent / Boutique | 1.85% | $67,282,936.13 | 932,801 | Feb 27, 2026 | Apr 23, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.15% | $61,123,394.78 | 847,406 | Feb 28, 2026 | Apr 24, 2026 |
|
IJJ
iShares S&P Mid-Cap 400 Value ETF
|
ETF | BlackRock / iShares | 0.71% | $56,943,629.34 | 820,277 | Mar 31, 2026 | May 28, 2026 |
|
SPMD
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF
|
ETF | State Street (SPDR) | 0.35% | $54,677,968.80 | 787,640 | Mar 31, 2026 | May 28, 2026 |
|
KRE
State Street(R) SPDR(R) S&P(R) Regional Banking ETF
|
ETF | State Street (SPDR) | 1.47% | $54,505,529.52 | 785,156 | Mar 31, 2026 | May 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.67% | $50,569,726.68 | 698,863 | Apr 30, 2026 | Jun 29, 2026 |
|
VHYAX
VANGUARD HIGH DIVIDEND YIELD INDEX FUND
|
ETF | Vanguard | 0.05% | $45,717,048.00 | 631,800 | Apr 30, 2026 | Jun 26, 2026 |
|
FSMDX
Fidelity Mid Cap Index Fund
|
MF | Fidelity | 0.09% | $42,956,875.80 | 593,655 | Apr 30, 2026 | Jun 26, 2026 |
|
IWR
iShares Russell Mid-Cap ETF
|
ETF | BlackRock / iShares | 0.09% | $42,443,526.84 | 611,402 | Mar 31, 2026 | May 28, 2026 |
|
FLPFX
Fidelity Low-Priced Stock Fund
|
MF | Fidelity | 0.14% | $33,166,061.28 | 458,348 | Apr 30, 2026 | Jun 26, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 1.48% | $32,682,658.32 | 470,796 | Mar 31, 2026 | May 28, 2026 |
|
SCHM
Schwab U.S. Mid-Cap ETF
|
ETF | Charles Schwab | 0.23% | $31,410,956.01 | 435,477 | Feb 28, 2026 | Apr 24, 2026 |
|
VARAX
First Trust Merger Arbitrage Fund
|
MF | Independent / Boutique | 1.87% | $29,629,427.88 | 426,814 | Mar 31, 2026 | May 22, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.01% | $29,577,772.06 | 410,062 | Feb 28, 2026 | Apr 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.16% | $29,558,553.48 | 408,493 | Apr 30, 2026 | Jun 24, 2026 |
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