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Champlain Investment Partners’s WSFS Financial WSFS Stock Holding History

Champlain Investment Partners’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
Q4 		– Sell
-1,194,893
Closed -$64.4M – 146
2025
Q3 		$64.4M Sell
1,194,893
-14,250
-1% -$805K 0.49% 88
2025
Q2 		$66.5M Sell
1,209,143
-6,778
-0.6% -$352K 0.46% 91
2025
Q1 		$63.1M Sell
1,215,921
-18,913
-2% -$1.02M 0.46% 91
2024
Q4 		$65.6M Sell
1,234,834
-65,164
-5% -$3.55M 0.42% 93
2024
Q3 		$66.3M Buy
1,299,998
+14,792
+1% +$767K 0.4% 91
2024
Q2 		$60.4M Sell
1,285,206
-8,075
-0.6% -$357K 0.37% 99
2024
Q1 		$58.4M Buy
1,293,281
+160,090
+14% +$6.97M 0.33% 102
2023
Q4 		$52M Sell
1,133,191
-67,166
-6% -$2.64M 0.31% 104
2023
Q3 		$43.8M Buy
1,200,357
+4,362
+0.4% +$174K 0.28% 108
2023
Q2 		$45.1M Sell
1,195,995
-51,220
-4% -$1.82M 0.28% 108
2023
Q1 		$46.9M Sell
1,247,215
-43,710
-3% -$2.01M 0.3% 108
2022
Q4 		$58.5M Buy
1,290,925
+338,955
+36% +$15.9M 0.38% 100
2022
Q3 		$44.2M Sell
951,970
-8,485
-0.9% -$397K 0.3% 108
2022
Q2 		$38.5M Sell
960,455
-30,040
-3% -$1.24M 0.25% 116
2022
Q1 		$46.2M Buy
+990,495
New +$51.3M 0.24% 118

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
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Champlain Investment Partners's WSFS Position: Q4 2025 in Review

Champlain Investment Partners sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 1,194,893 shares — an estimated $64.4M sold.

Champlain Investment Partners first reported a position in WSFS in Q1 2022 and held it in 15 quarters. The position peaked at $66.5M in Q2 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Champlain Investment Partners reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Champlain Investment Partners sold 1,194,893 WSFS Financial shares in Q4 2025, an estimated $64.4M.
  • Champlain Investment Partners first reported a position in WSFS Financial in Q1 2022 and held it in 15 quarters.
  • Champlain Investment Partners's WSFS Financial position peaked at $66.5M in Q2 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Champlain Investment Partners's 13F filing for Q4 2025, filed 13 Feb 2026.