Citigroup
WSFS icon

Citigroup’s WSFS Financial WSFS Stock Holding History

Citigroup’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 		$3.1M Sell
47,352
-3,242
-6% -$204K ﹤0.01% 2346
2025
Q4 		$2.79M Sell
50,594
-8,087
-14% -$443K ﹤0.01% 2437
2025
Q3 		$3.16M Sell
58,681
-34,310
-37% -$1.94M ﹤0.01% 2312
2025
Q2 		$5.11M Sell
92,991
-19,029
-17% -$988K ﹤0.01% 1867
2025
Q1 		$5.81M Sell
112,020
-2,601
-2% -$140K ﹤0.01% 1771
2024
Q4 		$6.09M Buy
114,621
+9,389
+9% +$511K ﹤0.01% 1768
2024
Q3 		$5.37M Buy
105,232
+15,881
+18% +$823K ﹤0.01% 1784
2024
Q2 		$4.2M Sell
89,351
-2,574
-3% -$114K ﹤0.01% 1760
2024
Q1 		$4.15M Buy
91,925
+18,265
+25% +$795K ﹤0.01% 1846
2023
Q4 		$3.38M Buy
73,660
+31,733
+76% +$1.25M ﹤0.01% 1858
2023
Q3 		$1.53M Sell
41,927
-32,871
-44% -$1.31M ﹤0.01% 2187
2023
Q2 		$2.82M Buy
74,798
+45,269
+153% +$1.61M ﹤0.01% 1906
2023
Q1 		$1.11M Sell
29,529
-8,240
-22% -$378K ﹤0.01% 2455
2022
Q4 		$1.71M Buy
37,769
+6,700
+22% +$315K ﹤0.01% 2163
2022
Q3 		$1.45M Buy
31,069
+986
+3% +$46.1K ﹤0.01% 2417
2022
Q2 		$1.21M Sell
30,083
-27,056
-47% -$1.11M ﹤0.01% 2496
2022
Q1 		$2.66M Buy
57,139
+19,407
+51% +$1.01M ﹤0.01% 2126
2021
Q4 		$1.89M Buy
37,732
+12,128
+47% +$635K ﹤0.01% 2675
2021
Q3 		$1.31M Sell
25,604
-805
-3% -$36.2K ﹤0.01% 2872
2021
Q2 		$1.23M Buy
26,409
+21,040
+392% +$1.07M ﹤0.01% 3067
2021
Q1 		$268K Sell
5,369
-5,075
-49% -$244K ﹤0.01% 3845
2020
Q4 		$468K Buy
10,444
+7,213
+223% +$265K ﹤0.01% 4264
2020
Q3 		$87K Sell
3,231
-15,355
-83% -$433K ﹤0.01% 5225
2020
Q2 		$534K Buy
18,586
+2,924
+19% +$77.4K ﹤0.01% 4196
2020
Q1 		$390K Sell
15,662
-19,419
-55% -$702K ﹤0.01% 4103
2019
Q4 		$1.54M Buy
35,081
+18,070
+106% +$790K ﹤0.01% 3281
2019
Q3 		$750K Sell
17,011
-1,077
-6% -$45.3K ﹤0.01% 3952
2019
Q2 		$747K Buy
18,088
+1,916
+12% +$79.4K ﹤0.01% 4001
2019
Q1 		$624K Buy
16,172
+3,245
+25% +$135K ﹤0.01% 3944
2018
Q4 		$490K Buy
12,927
+7,927
+159% +$334K ﹤0.01% 4146
2018
Q3 		$235K Sell
5,000
-2,546
-34% -$131K ﹤0.01% 5092
2018
Q2 		$402K Buy
7,546
+504
+7% +$26.1K ﹤0.01% 4340
2018
Q1 		$337K Sell
7,042
-274
-4% -$13.5K ﹤0.01% 4408
2017
Q4 		$350K Buy
7,316
+6,489
+785% +$320K ﹤0.01% 4484
2017
Q3 		$41K Buy
827
+69
+9% +$3.11K ﹤0.01% 6100
2017
Q2 		$35K Sell
758
-1,757
-70% -$80.3K ﹤0.01% 6012
2017
Q1 		$115K Sell
2,515
-27,591
-92% -$1.25M ﹤0.01% 5112
2016
Q4 		$1.4M Buy
30,106
+27,145
+917% +$1.09M ﹤0.01% 3344
2016
Q3 		$108K Sell
2,961
-3,838
-56% -$138K ﹤0.01% 5151
2016
Q2 		$218K Sell
6,799
-22,496
-77% -$765K ﹤0.01% 4414
2016
Q1 		$952K Buy
29,295
+15,014
+105% +$454K ﹤0.01% 3402
2015
Q4 		$463K Buy
14,281
+14,276
+285,520% +$456K ﹤0.01% 3940
2015
Q3 		$0 Sell
5
-4,959
-100% -$139K ﹤0.01% 7752
2015
Q2 		$136K Buy
4,964
+383
+8% +$9.73K ﹤0.01% 4758
2015
Q1 		$116K Sell
4,581
-1,767
-28% -$45.1K ﹤0.01% 4917
2014
Q4 		$163K Buy
6,348
+1,062
+20% +$26.8K ﹤0.01% 4852
2014
Q3 		$126K Sell
5,286
-1,125
-18% -$27.2K ﹤0.01% 4572
2014
Q2 		$157K Sell
6,411
-2,244
-26% -$52.1K ﹤0.01% 4334
2014
Q1 		$206K Sell
8,655
-5,565
-39% -$134K ﹤0.01% 4300
2013
Q4 		$367K Sell
14,220
-2,979
-17% -$69.6K ﹤0.01% 4089
2013
Q3 		$345K Buy
17,199
+2,718
+19% +$54.4K ﹤0.01% 3735
2013
Q2 		$253K Buy
+14,481
New +$240K ﹤0.01% 4077

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

Citigroup's WSFS Position: Q1 2026 in Review

Citigroup reduced its WSFS Financial (WSFS) stake by 6.4% in Q1 2026, selling an estimated $204K and leaving 47,352 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2346.

Citigroup first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.09M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Citigroup held 47,352 shares of WSFS Financial worth $3.1M as of Q1 2026.
  • Citigroup sold 3,242 WSFS Financial shares in Q1 2026, an estimated $204K.
  • WSFS Financial made up ﹤0.01% of Citigroup's portfolio in Q1 2026, its #2346 holding.
  • Citigroup first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
  • Citigroup's WSFS Financial position peaked at $6.09M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Citigroup's 13F filing for Q1 2026, filed 11 May 2026.