© 2022 M&T Bank and its affiliates and subsidiaries. All rights reserved.
Wilmington Trust is a registered service mark used in connection with various fiduciary and non-fiduciary services offered by certain subsidiaries of M&T Bank Corporation including, but not limited to, Manufacturers & Traders Trust Company (M&T Bank), Wilmington Trust Company (WTC) operating in Delaware only, Wilmington Trust, N.A. (WTNA), Wilmington Trust Investment Advisors, Inc. (WTIA), Wilmington Funds Management Corporation (WFMC), and Wilmington Trust Investment Management, LLC (WTIM). Such services include trustee, custodial, agency, investment management, and other services. Loans, credit cards, retail and business deposits, and other business and personal banking services and products are offered by M&T Bank, Member FDIC.
M&T Bank Corporation’s European subsidiaries (Wilmington Trust (UK) Limited, Wilmington Trust (London) Limited, Wilmington Trust SP Services (London) Limited, Wilmington Trust SP Services (Dublin) Limited, Wilmington Trust SP Services (Frankfurt) GmbH and Wilmington Trust SAS) provide international corporate and institutional services.
WTIA, WFMC, and WTIM are investment advisers registered with the U.S. Securities and Exchange Commission (SEC). Registration with the SEC does not imply any level of skill or training. Additional Information about WTIA, WFMC, and WTIM is also available on the SEC's website at adviserinfo.sec.gov. 
Private Banking is the marketing name for an offering of M&T Bank deposit and loan products and services.
M&T Bank  Equal Housing Lender. Bank NMLS #381076. Member FDIC. 
Investment and Insurance Products   • Are NOT Deposits  • Are NOT FDIC Insured  • Are NOT Insured By Any Federal Government Agency  • Have NO Bank Guarantee  • May Go Down In Value  
Investing involves risks and you may incur a profit or a loss. Past performance cannot guarantee future results. This material is provided for informational purposes only and is not intended as an offer or solicitation for the sale of any financial product or service. It is not designed or intended to provide financial, tax, legal, accounting, or other professional advice since such advice always requires consideration of individual circumstances. There is no assurance the any investment, financial or estate planning strategy will be successful.

Investment Strategies

Striving to deliver superior, risk-adjusted returns through innovative equity, fixed income, multi-asset, and alternative solutions.

Equity

ENHANCED DIVIDEND INCOME STRATEGY (EDIS)

EDIS targets a portfolio level dividend yield that is two times the S&P 500 dividend yield and seeks capital appreciation over a multi-year investment horizon principally through investments in U.S. large cap stocks, while maintaining low volatility versus the broader U.S. large-cap equity market.

Meet one of the Portfolio Managers - Mark Horst

Enhanced Dividend Income Strategy (EDIS): Separate Account

Enhanced Dividend Income Strategy (EDIS): Mutual Fund (WDIIX)

 

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices. Real estate is a cyclical industry that is sensitive to interest rates, economic conditions (both nationally and locally), property tax rates and other factors.

 

DISCIPLINED CORE EQUITY STRATEDY

This strategy seeks total return by investing principally in high-quality, U.S. large-cap companies. Strategy seeks superior risk-adjusted returns versus the S&P 500 over a multi-year investment horizon.

Meet one of the Portfolio Managers - Steve Norcini

Disciplined Core Equity Strategy: Separate Account 

 

DIVIDEND GROWTH EQUITY STRATEGY

This strategy maintains a long-term, low-turnover approach that seeks to outperform the S&P 500 on a risk-adjusted basis by investing in high-quality companies that are either established dividend payers or are dividend initiators and expected, by the investment manager, to appreciate based on future earnings growth, strong cash flows, and growing dividends. 

Meet one of the Portfolio Managers - Andy Hopkins

Dividend Growth Equity Strategy: Separate Account

 

LARGE-CAP STRATEGY FUND (WMLIX)

The fund invests primarily in a portfolio of equity securities of U.S. large-cap companies. The fund's investment advisor determines the tactical allocation of the fund's assets based on forecasts of asset risk and return profiles derived from a combination of fundamental, quantitative, and macroeconomic inputs. 

Meet one of the Portfolio Managers - Andy Hopkins

Large-Cap Strategy Fund: Mutual Fund (WMLIX)

INTERNATIONAL FUND (WINIX)

This fund seeks to provide long-term capital appreciation, primarily through a diversified portfolio of non-U.S. securities, with exposure to both developed and emerging markets. The Fund employs multiple investment advisors in an attempt to reduce portfolio volatility.

Meet one of the Portfolio Managers - Allen Choinski

International Fund: Mutual Fund (WINIX)

 

International investments are subject to special risks, including currency fluctuations and social, economic, and political uncertainties, which could increase volatility. These risks are magnified in emerging markets.

ESG

ESG EQUITY STRATEGY

The strategy seeks risks-adjusted returns over a multi-year investment horizon superior to the Russell 1000 Index, principally through investment in equity securities of U.S. large-cap companies with ESG qualities. Principally investments are in U.S. large-cap companies but holdings may be in non-U.S. and non-large-capitalization companies. Environmental, social, and governance (ESG) principles are integrated throughout the investment process. The strategy seeks to maintain higher ESG standards than its peers, based on a proprietary ESG scoring model, and invests in a diversified portfolio of high-quality companies.

Meet one of the Portfolio Managers - Steve Norcini

ESG Equity Strategy: Separate Account

 

A strategy’s focus on ESG or socially responsible factors will cause it to sell or avoid certain stocks. Such stocks may subsequently perform better than stocks selected considering ESG or socially responsible factors. The evaluation of ESG and socially responsible factors will affect a strategy’s exposure to certain issuers, industries, sectors, regions, and countries and may impact the relative financial performance of such strategy depending on whether such investments are in or out of favor. There is no guarantee that integrating an ESG or a socially responsible analysis will provide improved risk-adjusted returns over any specific time period.

Alternatives

GLOBAL ALPHA EQUITIES FUND (WRAIX)

This fund seeks to achieve long-term growth of capital with lower volatility than broader equity markets. The Fund retains Wellington Management LLP. to construct an actively managed, global and diversified portfolio of equity securities, and implements an index based hedging strategy in an effort to reduce the severity of portfolio losses in times of market downturns.

Meet one of the Portfolio Managers - Jordan Strauss

Global Alpha Equities Fund: Mutual Fund (WRAIX)

 

Investments such as mutual funds which focus on alternative strategies are subject to increased risk of loss of principal and are not suitable for all investors.

REAL ASSET FUND (WMRIX) 

This fund seeks to achieve long-term preservation of capital with current income by investing in “real return” assets principally consisting of global inflation debt protected securities, global real estate securities, and commodity/natural resource related securities.

Meet one of the Portfolio Managers - Jordan Strauss 

Real Asset Fund: Mutual Fund (WMRIX)

 

Stock markets, especially foreign markets, are volatile and can decline significantly in response to adverse issuer, political, regulatory, market or economic developments. Bond prices are sensitive to changes in interest rates, and a rise in interest rates can cause a decline in their prices.

Fixed Income

INTERMEDIATE NATIONAL STRATEGY

The strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of three to fifteen years. 

Meet one of the Portfolio Managers - John Malloy

Total Return Intermediate National Strategy: Separate Account

Municipal Bond Fund: Mutual Fund (WTAIX)

 

SHORT-INTERMEDIATE NATIONAL STRATEGY

This strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of one to eight years. 

Meet one of the Portfolio Managers - John Malloy

Total Return Short-intermediate National Strategy: Separate Account

 

SHORT NATIONAL STRATEGY

This strategy seeks to preserve capital and generate incremental income in a relative value, duration-neutral approach. The strategy typically invests in various types of municipal obligations with a maturity range of one-half to four years. 

Meet one of the Portfolio Managers - John Malloy

Total Return Short National Strategy: Separate Account

 

Municipal bonds typically provide a lower yield than comparable taxable bonds in consideration of the tax-advantaged status of the interest payments from these bonds, which are exempt from federal taxes and may be exempt from applicable state and/or local taxes in the states and/or municipalities where they were issued. 

MULTI-STRATEGY INCOME SOLUTION (MSIS) STRATEGY

This strategy seeks to deliver total return from investing in a diverse portfolio of fixed income securities and/or fixed income funds with attractive current income and managed interest rate exposure.

Meet one of the Portfolio Managers - Thomas Pierce

Multi-Strategy Income Solution (MSIS): Separate Account

SHORT-TERM BOND STRATEGY

This strategy seeks to provide current income by investing primarily in U.S. investment grade corporate and U.S. government fixed income securities, including mortgage and asset-backed securities. Generally seeks to maintain a weighted average maturity of three years or less.

Meet one of the Portfolio Managers - Jim Hannan

Short-Term Bond Strategy: Separate Account

 

TOTAL RETURN BROAD MARKET BOND

This strategy seeks to provide current income and secondarily, capital growth by investing primarily in U.S. investment grade corporate and government fixed income securities, including mortgage and asset backed securities. The strategy invests principally in various types of investment grade fixed income securities. Seeks to maintain a dollar-weighted average maturity of four to ten years.

Meet one of the Portfolio Managers - Randy Vogel

Core Fixed Income Strategy: Separate Account

Broad Market Bond Fund: Mutual Fund (WIBMX)
 

INTERMEDIATE-TERM BOND STRATEGY

This strategy seeks to provide current income and secondarily, capital growth by investing primarily in U.S. investment grade corporate and government fixed income securities with intermediate-term maturities, including mortgage and asset-backed securities. Seeks to maintain a dollar-weighted average maturity of three to five years.

Meet one of the Portfolio Managers - Randy Vogel

Intermediate-Term Bond Strategy: Separate Account

 

Fixed income securities involve interest rate, credit, inflation and reinvestment risks. As interest rates rise, the value of fixed income securities falls.

 

U.S. TREASURY MONEY MARKET FUND (WTIXX)

This fund seeks to provide current income while maintaining liquidity and stability of principal.

Meet one of the Portfolio Managers - Joe Fahey

U.S. Treasury Money Market Fund: Mutual Fund (WTIXX)
 

U.S. GOVERNMENT MONEY MARKET FUND (WGOXX)

This fund seeks to provide current income while maintaining liquidity and stability of principal.

Meet one of the Portfolio Managers - Joe Fahey

U.S. Government Money Market Fund: Mutual Fund (WGOXX)

 

You could lose money by investing in the fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. An investment in the fund is not a deposit of M&T Bank and is not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. The investment advisor has no legal obligation to provide financial support to the fund, and you should not expect that the investment advisor will provide financial support to the fund at any time.

You should consider a fund’s investment objectives, risks, charges, and expenses carefully before you invest. Information about these and other considerations is contained in the fund’s prospectus, which is available on our website, www.wilmingtonfunds.com. Please read the prospectus carefully before investing.

WFMC and WTIA, subsidiaries of M&T Bank Corporation, are the investment advisor and primary sub-advisor, respectively, of the Wilmington Funds. ALPS Distributors, Inc., which is not affiliated with M&T Bank Corporation, is the distributor of the Wilmington Funds.

The mutual funds above are 1940 Act funds distributed by ALPS. A separately managed account (SMA) does not have a prospectus and is not registered and does not afford the oversight that a 1940 Act product does. ALPS does not distribute SMAs. 

Have a question for the team? We’re here to help in any way we can.

Please submit the information below and a team member will get back to you shortly.

* Required field
 

WTU Form Handler

*Required