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 Q1	–	Sell	-1,200	Closed	-$63.8K	–	15700
2024 Q4	$63.8K	Sell	1,200 -3,300	-73%	-$180K	﹤0.01%	12110
2024 Q3	$229K	Buy	+4,500	New	+$233K	﹤0.01%	9864
2024 Q2	–	Sell	-400	Closed	-$18.1K	–	15547
2024 Q1	$18.1K	Sell	400 -1,500	-79%	-$65.3K	﹤0.01%	13079
2023 Q4	$87.3K	Buy	+1,900	New	+$74.5K	﹤0.01%	11104
2023 Q1	–	Sell	-100	Closed	-$4.53K	–	15605
2022 Q4	$4.53K	Buy	+100	New	+$4.7K	﹤0.01%	14090
2021 Q4	–	Sell	-7,700	Closed	-$395K	–	14875
2021 Q3	$395K	Buy	+7,700	New	+$346K	﹤0.01%	10442

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.