The Analysis of DELAWARE CHARTER GUARANTEE & TRUST CO's Holdings & P&L


Currently, DELAWARE CHARTER GUARANTEE & TRUST CO holds 2 types of securities in its portfolio with a total value $802.7M. In the most recent quarter, they have increased their positions in WMS (+4.6M shares, valued at $791.5M), BWEN (+4.6M shares, valued at $11.2M); initiated new positions in WMS (+4.6M shares, valued at $791.5M), BWEN (+4.6M shares, valued at $11.2M).


1M P&L
+99.6M+16.03%
3M P&L
-33.1M-4.40%
HY P&L
+42.7M+6.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Building Products & Equipment791.5M
98.6%
2Specialty Industrial Machinery11.2M
1.4%

Top Industries by Stock Count

1Building Products & Equipment1 stocks
50.0%
2Specialty Industrial Machinery1 stocks
50.0%
Stock Holdings
New
Shares4.6M
Event2025-12-31
Filed2026-02-13
New
Shares4.6M
Event2025-12-31
Filed2026-02-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available