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
2025
Q3 		– Sell
-6,500
Closed -$358K – 14279
2025
Q2 		$358K Buy
+6,500
New +$338K ﹤0.01% 9398
2025
Q1 		– Sell
-4,100
Closed -$218K – 15699
2024
Q4 		$218K Buy
4,100
+100
+3% +$5.44K ﹤0.01% 10294
2024
Q3 		$204K Buy
+4,000
New +$207K ﹤0.01% 10113
2024
Q2 		– Sell
-6,800
Closed -$307K – 15545
2024
Q1 		$307K Buy
6,800
+3,500
+106% +$152K ﹤0.01% 9406
2023
Q4 		$152K Sell
3,300
-3,500
-51% -$137K ﹤0.01% 10362
2023
Q3 		$248K Buy
6,800
+6,500
+2,167% +$259K ﹤0.01% 9514
2023
Q2 		$11.3K Sell
300
-700
-70% -$24.9K ﹤0.01% 13150
2023
Q1 		$37.6K Sell
1,000
-800
-44% -$36.7K ﹤0.01% 12496
2022
Q4 		$81.6K Buy
+1,800
New +$84.6K ﹤0.01% 11504
2022
Q2 		– Sell
-6,690
Closed -$312K – 14238
2022
Q1 		$312K Buy
+6,690
New +$347K ﹤0.01% 10509
2021
Q4 		– Sell
-6,600
Closed -$339K – 14874
2021
Q3 		$339K Buy
6,600
+500
+8% +$22.5K ﹤0.01% 10788
2021
Q2 		$284K Buy
+6,100
New +$311K ﹤0.01% 11399

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.