Citadel Advisors
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Citadel Advisors’s WSFS Financial WSFS Stock Holding History

Citadel Advisors’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
2026
Q1 		$7.16M Buy
109,326
+52,431
+92% +$3.31M ﹤0.01% 3776
2025
Q4 		$3.14M Sell
56,895
-96,339
-63% -$5.27M ﹤0.01% 5077
2025
Q3 		$8.26M Buy
153,234
+147,856
+2,749% +$8.35M ﹤0.01% 3550
2025
Q2 		$296K Buy
+5,378
New +$279K ﹤0.01% 9861
2024
Q2 		– Sell
-961
Closed -$43.4K – 15546
2024
Q1 		$43.4K Sell
961
-23,318
-96% -$1.01M ﹤0.01% 12307
2023
Q4 		$1.12M Sell
24,279
-137,009
-85% -$5.38M ﹤0.01% 6460
2023
Q3 		$5.89M Buy
161,288
+120,061
+291% +$4.79M ﹤0.01% 3393
2023
Q2 		$1.56M Buy
41,227
+36,305
+738% +$1.29M ﹤0.01% 5619
2023
Q1 		$185K Sell
4,922
-47,591
-91% -$2.18M ﹤0.01% 10308
2022
Q4 		$2.38M Buy
+52,513
New +$2.47M ﹤0.01% 5145
2022
Q1 		– Sell
-6,495
Closed -$337K – 14703
2021
Q4 		$326K Buy
+6,495
New +$340K ﹤0.01% 10743
2021
Q3 		– Sell
-45,676
Closed -$2.05M – 14758
2021
Q2 		$2.13M Sell
45,676
-12,766
-22% -$650K ﹤0.01% 6450
2021
Q1 		$2.91M Buy
58,442
+37,033
+173% +$1.78M ﹤0.01% 5520
2020
Q4 		$961K Buy
21,409
+7,153
+50% +$262K ﹤0.01% 6880
2020
Q3 		$384K Sell
14,256
-14,722
-51% -$416K ﹤0.01% 7733
2020
Q2 		$832K Buy
28,978
+16,573
+134% +$439K ﹤0.01% 6175
2020
Q1 		$309K Buy
12,405
+3,752
+43% +$136K ﹤0.01% 7294
2019
Q4 		$381K Buy
8,653
+2,740
+46% +$120K ﹤0.01% 7229
2019
Q3 		$261K Sell
5,913
-12,070
-67% -$508K ﹤0.01% 7766
2019
Q2 		$743K Sell
17,983
-130,254
-88% -$5.4M ﹤0.01% 6193
2019
Q1 		$5.72M Buy
148,237
+27,242
+23% +$1.13M ﹤0.01% 2811
2018
Q4 		$4.59M Sell
120,995
-54,463
-31% -$2.29M ﹤0.01% 2909
2018
Q3 		$8.27M Buy
175,458
+154,631
+742% +$7.96M ﹤0.01% 2348
2018
Q2 		$1.11M Sell
20,827
-8,614
-29% -$447K ﹤0.01% 5034
2018
Q1 		$1.41M Buy
29,441
+1,549
+6% +$76.6K ﹤0.01% 4273
2017
Q4 		$1.33M Buy
27,892
+21,998
+373% +$1.08M ﹤0.01% 4219
2017
Q3 		$287K Buy
+5,894
New +$266K ﹤0.01% 6144
2016
Q4 		– Sell
-10,070
Closed -$367K – 7923
2016
Q3 		$367K Buy
+10,070
New +$363K ﹤0.01% 5343
2016
Q1 		– Sell
-23,951
Closed -$775K – 8094
2015
Q4 		$775K Buy
+23,951
New +$765K ﹤0.01% 3898
2015
Q3 		– Sell
-10,353
Closed -$283K – 9276
2015
Q2 		$283K Buy
+10,353
New +$263K ﹤0.01% 5829
2015
Q1 		– Sell
-19,662
Closed -$504K – 8899
2014
Q4 		$504K Buy
19,662
+6,636
+51% +$168K ﹤0.01% 4713
2014
Q3 		$311K Buy
13,026
+2,118
+19% +$51.2K ﹤0.01% 5229
2014
Q2 		$268K Buy
10,908
+1,959
+22% +$45.5K ﹤0.01% 5204
2014
Q1 		$213K Buy
+8,949
New +$215K ﹤0.01% 5451
2013
Q4 		– Sell
-3,060
Closed -$61K – 7188
2013
Q3 		$61K Buy
+3,060
New +$61.3K ﹤0.01% 5674

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Citadel Advisors's WSFS Position: Q1 2026 in Review

Citadel Advisors increased its WSFS Financial (WSFS) stake by 92% in Q1 2026, buying an estimated $3.31M and bringing the position to 109,326 shares worth $7.16M. The position accounts for ﹤0.01% of the portfolio, ranked #3776.

Citadel Advisors first reported a position in WSFS in Q3 2013 and has held it in 35 quarters since. The position peaked at $8.27M in Q3 2018. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Citadel Advisors held 109,326 shares of WSFS Financial worth $7.16M as of Q1 2026.
  • Citadel Advisors bought 52,431 WSFS Financial shares in Q1 2026, an estimated $3.31M.
  • WSFS Financial made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #3776 holding.
  • Citadel Advisors first reported a position in WSFS Financial in Q3 2013 and has held it in 35 quarters since.
  • Citadel Advisors's WSFS Financial position peaked at $8.27M in Q3 2018.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.