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Brinker Capital’s WSFS Financial WSFS Stock Holding History

Brinker Capital’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
2020
Q2 		$340K Buy
11,850
+2,465
+26% +$65.2K 0.01% 796
2020
Q1 		$234K Buy
9,385
+241
+3% +$8.71K 0.01% 832
2019
Q4 		$402K Buy
+9,144
New +$400K 0.01% 781

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Brinker Capital's WSFS Position: Q2 2020 in Review

Brinker Capital increased its WSFS Financial (WSFS) stake by 26% in Q2 2020, buying an estimated $65.2K and bringing the position to 11,850 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #796.

Brinker Capital first reported a position in WSFS in Q4 2019 and has held it in 3 quarters since. The position peaked at $402K in Q4 2019. 169 funds tracked by Wall St. Rank hold WSFS as of Q2 2020.

  • Brinker Capital held 11,850 shares of WSFS Financial worth $340K as of Q2 2020.
  • Brinker Capital bought 2,465 WSFS Financial shares in Q2 2020, an estimated $65.2K.
  • WSFS Financial made up 0.01% of Brinker Capital's portfolio in Q2 2020, its #796 holding.
  • Brinker Capital first reported a position in WSFS Financial in Q4 2019 and has held it in 3 quarters since.
  • Brinker Capital's WSFS Financial position peaked at $402K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2020.

Based on Brinker Capital's 13F filing for Q2 2020, filed 30 Jul 2020.