Wilmington Funds Management Corporation
- Regulatory AUM
- $16.1B
- Discretionary
- $16.1B
- Clients
- 10
- Avg AUM / client
- $1.6B
- Accounts
- 10
- Employees
- 39
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 10 | $16.1B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Jersey Shore State Bank Retirement Plan Jersey Shore State Bank | 2024 |
People (10)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kelley, John, James | President | Oct 2006 (20y) | Less than 5% | |
| Anthony Michael Roth | Executive Vice President, Chief Investment Officer, Director | Nov 2014 (12y) | Less than 5% | |
| Tilley, Luke, Alan | Executive Vice President & Chief Economist | Feb 2015 (12y) | Less than 5% | |
| Glaser, Matthew, Douglas | Executive Vice President, Head Of Equity And Non Traditional Investments | Feb 2016 (11y) | Less than 5% | |
| Mcdonnell, John, Charles | Chief Operations Officer | Dec 2019 (7y) | Less than 5% | |
| Vogel, Randy, Howard | Executive Vice President & Head Of Fixed Income | May 2021 (5y) | Less than 5% | |
| Warren, Edna, Jennifer | Chair Of The Board And Chief Executive Officer | Jun 2022 (4y) | Less than 5% | |
| Baldauf, Andrew, John | Chief Compliance Officer | Aug 2022 (4y) | Less than 5% | |
| Baker, Gerald, E. | Director | Jun 2024 (2y) | Less than 5% | |
| Mrozinski, Abigail, Riley | Director | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| M&T Bank Corporation | 100% Shareholder | May 2001 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Jersey Shore State Bank Retirement Plan | Jersey Shore State Bank | 23 | $25.5M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗