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Rafferty Asset Management, LLC: WBS position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Rafferty Asset Management, LLC on WBS, newest first. How the timeline and the estimate are built.

Rafferty Asset Management, LLC held 49,868 WBS shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 49,868 shares
    Change vs previous 13F -18,884 shares

    0.01% of the 13F portfolio, value $3,810,913.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 68,752 shares
    Change vs previous 13F -63,402 shares

    0.02% of the 13F portfolio, value $4,772,764.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 132,154 shares
    Change vs previous 13F -43,474 shares

    0.03% of the 13F portfolio, value $8,317,773.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 175,628 shares
    Change vs previous 13F -33,006 shares

    0.03% of the 13F portfolio, value $10,439,328.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 208,634 shares
    Change vs previous 13F +55,653 shares

    0.04% of the 13F portfolio, value $11,391,416.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 152,981 shares
    Change vs previous 13F -67,964 shares

    0.03% of the 13F portfolio, value $7,886,171.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 220,945 shares
    Change vs previous 13F -78,892 shares

    0.04% of the 13F portfolio, value $12,200,583.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 299,837 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $13,975,403.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).