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Basswood Capital Management’s WSFS Financial WSFS Stock Holding History

Basswood Capital Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,711
Closed -$94.1K – 121
2025
Q2 		$94.1K Sell
1,711
-247,038
-99% -$12.8M ﹤0.01% 114
2025
Q1 		$12.9M Buy
+248,749
New +$13.4M 0.72% 52

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Basswood Capital Management's WSFS Position: Q3 2025 in Review

Basswood Capital Management sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 1,711 shares — an estimated $94.1K sold.

Basswood Capital Management first reported a position in WSFS in Q1 2025 and held it in 2 quarters. The position peaked at $12.9M in Q1 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Basswood Capital Management reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Basswood Capital Management sold 1,711 WSFS Financial shares in Q3 2025, an estimated $94.1K.
  • Basswood Capital Management first reported a position in WSFS Financial in Q1 2025 and held it in 2 quarters.
  • Basswood Capital Management's WSFS Financial position peaked at $12.9M in Q1 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Basswood Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.