de Wellington Management Group WSFS Financial WSFS Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 23.6 M | Comprar |
307,789
+162,406
| +112% | +USD 11.6 M | ﹤0.01% | 1004 |
|
|
2026
Q1 | USD 9.5 M | Vender |
145,383
-27,260
| -16% | -USD 1.72 M | ﹤0.01% | 1257 |
|
|
2025
Q4 | USD 9.5 M | Vender |
172,643
-12,510
| -7% | -USD 685 k | ﹤0.01% | 1266 |
|
|
2025
Q3 | USD 10 M | Vender |
185,153
-8,514
| -4% | -USD 481 k | ﹤0.01% | 1261 |
|
|
2025
Q2 | USD 10.7 M | Vender |
193,667
-7,303
| -4% | -USD 379 k | ﹤0.01% | 1190 |
|
|
2025
Q1 | USD 10.4 M | Comprar |
200,970
+38
| +0% | +USD 2.05 k | ﹤0.01% | 1191 |
|
|
2024
Q4 | USD 10.7 M | Vender |
200,932
-14,827
| -7% | -USD 807 k | ﹤0.01% | 1176 |
|
|
2024
Q3 | USD 11 M | Vender |
215,759
-2,346
| -1% | -USD 122 k | ﹤0.01% | 1146 |
|
|
2024
Q2 | USD 10.3 M | Comprar |
218,105
+19,503
| +10% | +USD 863 k | ﹤0.01% | 1148 |
|
|
2024
Q1 | USD 8.96 M | Vender |
198,602
-18,391
| -8% | -USD 800 k | ﹤0.01% | 1171 |
|
|
2023
Q4 | USD 10 M | Vender |
216,993
-8,061
| -4% | -USD 316 k | ﹤0.01% | 1115 |
|
|
2023
Q3 | USD 8.21 M | Comprar |
225,054
+11,472
| +5% | +USD 458 k | ﹤0.01% | 1155 |
|
|
2023
Q2 | USD 8.06 M | Comprar |
213,582
+44,505
| +26% | +USD 1.58 M | ﹤0.01% | 1157 |
|
|
2023
Q1 | USD 6.36 M | Vender |
169,077
-2,039
| -1% | -USD 93.6 k | ﹤0.01% | 1220 |
|
|
2022
Q4 | USD 7.76 M | Vender |
171,116
-18,699
| -10% | -USD 879 k | ﹤0.01% | 1153 |
|
|
2022
Q3 | USD 8.82 M | Comprar |
189,815
+3,927
| +2% | +USD 184 k | ﹤0.01% | 1136 |
|
|
2022
Q2 | USD 7.45 M | Comprar |
185,888
+51,325
| +38% | +USD 2.11 M | ﹤0.01% | 1189 |
|
|
2022
Q1 | USD 6.27 M | Vender |
134,563
-1,878
| -1% | -USD 97.3 k | ﹤0.01% | 1332 |
|
|
2021
Q4 | USD 6.84 M | Comprar |
136,441
+2,623
| +2% | +USD 137 k | ﹤0.01% | 1382 |
|
|
2021
Q3 | USD 6.87 M | Vender |
133,818
-1,564
| -1% | -USD 70.3 k | ﹤0.01% | 1403 |
|
|
2021
Q2 | USD 6.31 M | Comprar |
135,382
+42,001
| +45% | +USD 2.14 M | ﹤0.01% | 1430 |
|
|
2021
Q1 | USD 4.65 M | Comprar |
93,381
+35,610
| +62% | +USD 1.71 M | ﹤0.01% | 1445 |
|
|
2020
Q4 | USD 2.59 M | Comprar |
57,771
+533
| +0.9% | +USD 19.6 k | ﹤0.01% | 1437 |
|
|
2020
Q3 | USD 1.54 M | Vender |
57,238
-32,694
| -36% | -USD 923 k | ﹤0.01% | 1462 |
|
|
2020
Q2 | USD 2.58 M | Comprar |
89,932
+52,124
| +138% | +USD 1.38 M | ﹤0.01% | 1314 |
|
|
2020
Q1 | USD 942 k | Comprar |
37,808
+1,128
| +3% | +USD 40.8 k | ﹤0.01% | 1551 |
|
|
2019
Q4 | USD 1.61 M | Comprar |
36,680
+683
| +2% | +USD 29.8 k | ﹤0.01% | 1595 |
|
|
2019
Q3 | USD 1.59 M | Mantener |
35,997
| – | – | ﹤0.01% | 1638 |
|
|
2019
Q2 | USD 1.49 M | Vender |
35,997
-296,871
| -89% | -USD 12.3 M | ﹤0.01% | 1690 |
|
|
2019
Q1 | USD 12.8 M | Vender |
332,868
-69,900
| -17% | -USD 2.91 M | ﹤0.01% | 1140 |
|
|
2018
Q4 | USD 15.3 M | Comprar |
402,768
+38,562
| +11% | +USD 1.62 M | ﹤0.01% | 1073 |
|
|
2018
Q3 | USD 17.2 M | Vender |
364,206
-130,704
| -26% | -USD 6.73 M | ﹤0.01% | 1123 |
|
|
2018
Q2 | USD 26.4 M | Vender |
494,910
-18,168
| -4% | -USD 942 k | 0.01% | 1000 |
|
|
2018
Q1 | USD 24.6 M | Vender |
513,078
-81,193
| -14% | -USD 4.01 M | 0.01% | 1005 |
|
|
2017
Q4 | USD 28.4 M | Vender |
594,271
-71,629
| -11% | -USD 3.53 M | 0.01% | 956 |
|
|
2017
Q3 | USD 32.5 M | Vender |
665,900
-8,582
| -1% | -USD 387 k | 0.01% | 893 |
|
|
2017
Q2 | USD 30.6 M | Vender |
674,482
-74,348
| -10% | -USD 3.4 M | 0.01% | 883 |
|
|
2017
Q1 | USD 34.4 M | Comprar |
748,830
+21,555
| +3% | +USD 979 k | 0.01% | 852 |
|
|
2016
Q4 | USD 33.7 M | Comprar |
727,275
+15,231
| +2% | +USD 612 k | 0.01% | 835 |
|
|
2016
Q3 | USD 26 M | Vender |
712,044
-35,628
| -5% | -USD 1.28 M | 0.01% | 896 |
|
|
2016
Q2 | USD 24.1 M | Vender |
747,672
-72,746
| -9% | -USD 2.47 M | 0.01% | 887 |
|
|
2016
Q1 | USD 26.7 M | Vender |
820,418
-42,107
| -5% | -USD 1.27 M | 0.01% | 840 |
|
|
2015
Q4 | USD 27.9 M | Vender |
862,525
-138,195
| -14% | -USD 4.41 M | 0.01% | 851 |
|
|
2015
Q3 | USD 28.8 M | Vender |
1,000,720
-63,273
| -6% | -USD 1.78 M | 0.01% | 847 |
|
|
2015
Q2 | USD 29.1 M | Comprar |
1,063,993
+24,415
| +2% | +USD 620 k | 0.01% | 886 |
|
|
2015
Q1 | USD 26.2 M | Vender |
1,039,578
-4,752
| -0.5% | -USD 121 k | 0.01% | 956 |
|
|
2014
Q4 | USD 26.8 M | Vender |
1,044,330
-127,224
| -11% | -USD 3.21 M | 0.01% | 946 |
|
|
2014
Q3 | USD 28 M | Vender |
1,171,554
-64,605
| -5% | -USD 1.56 M | 0.01% | 908 |
|
|
2014
Q2 | USD 30.4 M | Comprar |
1,236,159
+26,202
| +2% | +USD 608 k | 0.01% | 898 |
|
|
2014
Q1 | USD 28.8 M | Vender |
1,209,957
-30,849
| -2% | -USD 743 k | 0.01% | 913 |
|
|
2013
Q4 | USD 32.1 M | Vender |
1,240,806
-976,812
| -44% | -USD 22.8 M | 0.01% | 872 |
|
|
2013
Q3 | USD 44.5 M | Vender |
2,217,618
-93,057
| -4% | -USD 1.86 M | 0.01% | 742 |
|
|
2013
Q2 | USD 40.4 M | Comprar |
+2,310,675
| Nuevas | +USD 38.4 M | 0.01% | 756 |
|
Otros fondos que tienen WSFS en su cartera
Posición de Wellington Management Group en WSFS: resumen de T2 2026
Wellington Management Group aumentó su participación en WSFS Financial (WSFS) en 112% durante T2 2026, al comprar aproximadamente USD 11.6 M y elevar la posición a 307,789 acciones con un valor de USD 23.6 M. La posición representa ﹤0.01% de la cartera y ocupa el puesto #1004.
Wellington Management Group reportó por primera vez una posición en WSFS en T2 2013 y la ha mantenido durante 53 trimestres desde entonces. La posición alcanzó su máximo de USD 44.5 M en T3 2013. Al cierre de T2 2026, 356 fondos que sigue Wall St. Rank mantienen una posición en WSFS.
- Al cierre de T2 2026, Wellington Management Group tenía 307,789 acciones de WSFS Financial con un valor de USD 23.6 M.
- Wellington Management Group compró 162,406 acciones de WSFS Financial en T2 2026, por un monto estimado de USD 11.6 M.
- WSFS Financial representó ﹤0.01% de la cartera de Wellington Management Group en T2 2026 y fue su posición número 1004.
- Wellington Management Group reportó por primera vez una posición en WSFS Financial en T2 2013 y la ha mantenido durante 53 trimestres desde entonces.
- La posición de Wellington Management Group en WSFS Financial alcanzó su máximo de USD 44.5 M en T3 2013.
- Al cierre de T2 2026, 356 fondos que sigue Wall St. Rank tenían WSFS Financial en cartera.
Según el Informe 13F de Wellington Management Group correspondiente a T2 2026, presentado el 14 ago 2026.