Titelia

Holdings of Wilmington Global Alpha Equities Fund

Wilmington Funds ·701 declared positions · as of Apr 30, 2026

Original filing · Net assets 242.4M $ · Ten largest lines: 19.4 % of the equity sleeve

Sector breakdown

  • Technology 20.7 %
  • Financials 10.1 %
  • Industrials 7.2 %
  • Consumer discretionary 6.5 %
  • Communication 6.3 %
  • Health care 6.1 %
  • Consumer staples 3.6 %
  • Energy 2.9 %
  • Utilities 2.2 %
  • Materials 2.2 %
  • Real estate 1.1 %
  • Unattributed 31.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 50.0 %
  • JPY 17.4 %
  • EUR 12.3 %
  • GBP 6.5 %
  • HKD 4.8 %
  • CHF 1.7 %
  • CAD 1.5 %
  • SEK 0.9 %
  • KRW 0.9 %
  • TWD 0.9 %
  • NOK 0.8 %
  • BRL 0.7 %
  • DKK 0.5 %
  • IDR 0.3 %
  • ZAR 0.2 %
  • MXN 0.2 %
  • THB 0.2 %
  • CLP 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 45.9 %
  • JP 17.4 %
  • GB 7.1 %
  • FR 4.6 %
  • HK 4.2 %
  • NL 2.5 %
  • DE 2.1 %
  • CA 2.1 %
  • TW 1.8 %
  • CH 1.7 %
  • IT 1.4 %
  • KR 1.2 %
  • Other countries 8.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US172102.1M $45.87 %
2JP21238.7M $17.41 %
3GB5415.9M $7.13 %
4FR3910.1M $4.55 %
5HK269.3M $4.17 %
6NL205.6M $2.51 %
7DE264.7M $2.13 %
8CA114.6M $2.07 %
9TW34.1M $1.84 %
10CH223.7M $1.68 %
11IT63.1M $1.37 %
12KR122.7M $1.21 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 39,7437.9M $3.27 %
2Microsoft Corp 16,1976.6M $2.73 %
3Apple Inc 23,3286.3M $2.61 %
4Alphabet Inc 15,4866M $2.46 %
5Amazon.com Inc 16,0374.3M $1.75 %
6Broadcom Inc 8,7563.7M $1.51 %
7Tencent Holdings Ltd 38,4212.3M $0.96 %
8Taiwan Semiconductor Manufacturing Co Ltd 5,4902.2M $0.90 %
9TotalEnergies SE 22,8312.1M $0.88 %
10Taiwan Semiconductor Manufacturing Co Ltd 27,1101.9M $0.78 %
11ASML Holding NV 1,0481.5M $0.63 %
12Tokyo Electron Ltd 5,0011.5M $0.61 %
13AIA Group Ltd 127,8611.4M $0.58 %
14KDDI Corp 81,6131.3M $0.55 %
15Philip Morris International Inc. 8,0521.3M $0.55 %
16PACCAR Inc 11,0621.3M $0.54 %
17Merck & Co Inc 11,8471.3M $0.53 %
18Eli Lilly & Co 1,3811.3M $0.53 %
19Atmos Energy Corp 6,4831.2M $0.51 %
20UnitedHealth Group Inc 3,3051.2M $0.51 %
21Shin-Etsu Chemical Co Ltd 25,8371.2M $0.49 %
22Mastercard Inc 2,3171.2M $0.48 %
23BAE Systems PLC 40,3521.1M $0.46 %
24UniCredit SpA 14,3471.1M $0.46 %
25Bank of Nova Scotia/The 14,2501.1M $0.46 %
26Reckitt Benckiser Group PLC 17,2321.1M $0.45 %
27Cisco Systems, Inc. 11,9181.1M $0.45 %
28Royal Bank of Canada 6,0611.1M $0.45 %
29AstraZeneca PLC 5,7231.1M $0.45 %
30Sempra 11,3031.1M $0.44 %
31Jabil Inc 3,1781.1M $0.44 %
32Compass Group PLC 37,6411.1M $0.44 %
33Alphabet Inc 2,7341M $0.43 %
34Alibaba Group Holding Ltd 62,6671M $0.43 %
35Engie SA 30,5091M $0.41 %
36FinecoBank Banca Fineco SpA 39,901990.6K $0.41 %
37Netflix Inc 10,432976.5K $0.40 %
38Blackrock Inc 915975K $0.40 %
39Isuzu Motors Ltd 70,324969K $0.40 %
40Bank of America Corp 18,028963.8K $0.40 %
41Prudential PLC 63,753960.7K $0.40 %
42Welltower Inc 4,394955K $0.39 %
43DSV A/S 3,878953.8K $0.39 %
44Amphenol Corp 6,473953.3K $0.39 %
45Lamar Advertising Co 6,754931K $0.38 %
46Flex Ltd 9,972912.9K $0.38 %
47Johnson & Johnson 3,971912.7K $0.38 %
48Tesla Inc 2,362901.4K $0.37 %
49Unilever PLC 15,235889.7K $0.37 %
50HSBC Holdings PLC 46,952863.9K $0.36 %
51Industria de Diseno Textil SA 14,422863.2K $0.36 %
52Keyence Corp 1,863854.5K $0.35 %
53Simon Property Group Inc 4,181851.7K $0.35 %
54Sumitomo Mitsui Trust Group Inc 25,440850.5K $0.35 %
55Weichai Power Co Ltd 170,717848.6K $0.35 %
56Interactive Brokers Group Inc 10,570840.3K $0.35 %
57Equinor ASA 20,368828.9K $0.34 %
58DNB Bank ASA 27,266825.7K $0.34 %
59Shell PLC 18,087822.4K $0.34 %
60SK hynix Inc 904806.2K $0.33 %
61Schneider Electric SE 2,532805.7K $0.33 %
62WW Grainger Inc 681790.9K $0.33 %
63Cia de Saneamento Basico do Estado de Sao Paulo SABESP 117,425787.8K $0.33 %
64Chugai Pharmaceutical Co Ltd 14,329764.2K $0.32 %
65S&P Global Inc 1,760759K $0.31 %
66Sony Group Corp 37,657754.5K $0.31 %
67Toyota Motor Corp. 38,325735.7K $0.30 %
68Kimberly-Clark Corp 7,430731.3K $0.30 %
69Berkshire Hathaway Inc 1,541729.8K $0.30 %
70Visa Inc 2,208728.3K $0.30 %
71Ares Management Corp 6,191726.8K $0.30 %
72Tokio Marine Holdings Inc 15,702719.1K $0.30 %
73Analog Devices Inc 1,760708K $0.29 %
74Texas Instruments Inc 2,477696.2K $0.29 %
75GSK PLC 26,549696K $0.29 %
76British American Tobacco PLC 11,797694.8K $0.29 %
77Intercontinental Exchange Inc 4,308681.1K $0.28 %
78Argenx SE 854667.6K $0.28 %
79Erste Group Bank AG 6,033666.6K $0.28 %
80Coterra Energy Inc 18,350658.9K $0.27 %
81T&D Holdings Inc 27,158658K $0.27 %
82Hanwha Aerospace Co Ltd 678651.3K $0.27 %
83Hitachi Ltd 20,400648.7K $0.27 %
84Advanced Micro Devices Inc 1,793635.6K $0.26 %
85TD SYNNEX Corp 2,746626.6K $0.26 %
86London Stock Exchange Group PLC 4,792621.8K $0.26 %
87Williams Cos Inc/The 8,140621.2K $0.26 %
88Meta Platforms Inc 1,012619.3K $0.26 %
89Hoya Corp 3,296615.5K $0.25 %
90Darden Restaurants Inc 3,059613.5K $0.25 %
91Sanofi SA 6,466605.1K $0.25 %
92Eni SpA 21,061595.5K $0.25 %
93ON Semiconductor Corp 5,905595.3K $0.25 %
94Galderma Group AG 2,835594.8K $0.25 %
95Anglo American PLC 12,008594.2K $0.25 %
96WESCO International Inc 1,699593.2K $0.24 %
97Sandvik AB 14,030590.2K $0.24 %
98TransUnion 8,182580.9K $0.24 %
99Equinix Inc 534578.2K $0.24 %
100MISUMI Group Inc 24,971574.8K $0.24 %