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Bryce Point Capital’s WSFS Financial WSFS Stock Holding History

Bryce Point 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
2025
Q3 		– Sell
-12,692
Closed -$698K – 271
2025
Q2 		$698K Sell
12,692
-3,776
-23% -$196K 0.59% 100
2025
Q1 		$863K Buy
+16,468
New +$887K 0.65% 66

Other funds holding WSFS

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Vanguard Group
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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

Bryce Point Capital's WSFS Position: Q3 2025 in Review

Bryce Point Capital sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 12,692 shares — an estimated $698K sold.

Bryce Point Capital first reported a position in WSFS in Q1 2025 and held it in 2 quarters. The position peaked at $863K in Q1 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Bryce Point Capital reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Bryce Point Capital sold 12,692 WSFS Financial shares in Q3 2025, an estimated $698K.
  • Bryce Point Capital first reported a position in WSFS Financial in Q1 2025 and held it in 2 quarters.
  • Bryce Point Capital's WSFS Financial position peaked at $863K in Q1 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Bryce Point Capital's 13F filing for Q3 2025, filed 6 Nov 2025.