We maintain a diverse stable of U.S. small-, mid-, and large-capitalization companies, as well as emerging markets (developing economies) and developed international equities.

• Disciplined Core Equity Strategy seeks total return by investing principally in high-quality U.S. large-cap companies. The strategy seeks favorable risk-adjusted returns versus the S&P 500 index over a full market cycle—which encompasses bull and bear market conditions and generally takes three to five years. Although the strategy is focused mainly on U.S. large-cap stocks, it may have holdings of non-U.S. and mid-cap stocks.
• Dividend Growth Strategy is a long-term, low turnover strategy that seeks to outperform its benchmark, the S&P 500 index, on a risk-adjusted basis by investing in high-quality companies that are either established dividend payers or are dividend initiators and that are expected by the investment manager to appreciate based on future earnings growth, strong cash flows, and growing dividends. The strategy’s secondary benchmark is the NASDAQ U.S. Broad Dividend Achievers Index.  
• Enhanced Dividend Income Strategy targets a portfolio-level dividend yield of 2x the S&P 500 dividend yield and seeks capital appreciation over a multiyear investment horizon principally through investments in U.S. large-cap stocks while maintaining low volatility versus the broader U.S. large-cap equity market.
• Fourth Industrial Revolution Equity Strategy makes investments in equity securities that relate thematically to the Fourth Industrial Revolution. When referencing the Fourth Industrial Revolution, we define it as the new era during which there is increasing integration of the digital world with our physical and biological world, changing most aspects of our daily lives. WTIA identifies secular investment themes that we believe best exemplify the Fourth Industrial Revolution and seeks to integrate these themes in the investment process for the strategy. The themes identified and used by WTIA are expected to evolve and/or change over time as the Fourth Industrial Revolution matures and develops. The strategy seeks risk-adjusted returns over a multiyear investment horizon superior to the Russell 1000 Growth Index. The strategy principally invests in equity securities of U.S. companies but may have holdings in non-U.S. companies.

Municipal bond strategies (available for separately managed accounts and as mutual funds)

• Intermediate National Strategy is laddered using municipal bonds maturing over 0–15 years.
• Intermediate-Short National Strategy is laddered using municipal bonds maturing over 0–8 years.
• Short National Strategy is laddered using municipal bonds maturing over 0–15 years.

Taxable strategies

• Multi-Strategy Income Solution Strategy seeks to deliver total return from investing in a diverse portfolio of fixed income securities and/or fixed income mutual funds with attractive current income and managed interest rate exposure. The Strategy incorporates a flexible investment approach utilizing WTIA's fixed income expertise, manager selection capabilities, and portfolio construction experience. Interest rate and credit exposures are managed through the ongoing manager selection and portfolio construction/rebalancing processes.
• Short-Term Bond Strategy seeks to provide current income by investing mainly in U.S. investment-grade corporate and U.S. government fixed income securities—including mortgage and asset-backed securities—with a remaining maturity of three years or less. The benchmark is the Bloomberg 1-3 Year U.S. Government/Credit Bond Index.
• Intermediate-Term Bond 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. The Strategy may invest in instruments with a remaining maturity of 10 years or less but seeks to maintain a dollar-weighted average maturity of three to five years. The benchmark for the Strategy is the Bloomberg Intermediate Government/Credit Bond Index.
• Total Return Broad Market Bond Strategy seeks to provide current income and secondarily, capital growth, by investing mainly 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 10 years.

• Wilmington Trust ESG Equity Strategy seeks risks-adjusted returns that are superior to the Russell 1000 index over a multi-year investment horizon, principally through investment in equity securities of U.S. large-cap companies believed by the manager to have environmental (E), social (S), and/or governance (G) qualities. The strategy considers in its investment process ESG factors believed by the manager to be financially material to the relevant industry of an issuer. The strategy seeks to invest in a diversified portfolio of high-quality companies. The strategy principally invests in U.S. large-capitalization companies but may have holdings in non-U.S. companies and non-large capitalization companies.

• We offer qualified investors access to attractive alternatives, investing via innovative hedge funds and real asset strategies, as well as niche private markets structures.
• Wilmington Global Alpha Equities Strategy seeks to achieve long-term growth of capital with lower volatility than broader equity markets. It 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.
• Wilmington Real Asset Strategy 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.

Our money market strategies seek to provide current income while maintaining liquidity and stability of principal:

• U.S. Treasury Money Market
• U.S. Government Money Market