Cliff Asness’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $19.7M | Buy |
256,901
+26
| +0% | +$1.86K | 0.01% | 1190 |
|
|
2026
Q1 | $16.8M | Buy |
256,875
+101,070
| +65% | +$6.37M | 0.01% | 1099 |
|
|
2025
Q4 | $8.61M | Buy |
155,805
+69,329
| +80% | +$3.79M | ﹤0.01% | 1288 |
|
|
2025
Q3 | $4.66M | Buy |
86,476
+70,606
| +445% | +$3.99M | ﹤0.01% | 1497 |
|
|
2025
Q2 | $873K | Buy |
15,870
+5,523
| +53% | +$287K | ﹤0.01% | 2293 |
|
|
2025
Q1 | $537K | Buy |
10,347
+5,240
| +103% | +$282K | ﹤0.01% | 2395 |
|
|
2024
Q4 | $271K | Buy |
+5,107
| New | +$278K | ﹤0.01% | 2539 |
|
|
2023
Q3 | – | Sell |
-19,842
| Closed | -$748K | – | 2395 |
|
|
2023
Q2 | $748K | Buy |
+19,842
| New | +$705K | ﹤0.01% | 1673 |
|
|
2019
Q2 | – | Sell |
-15,474
| Closed | -$597K | – | 2199 |
|
|
2019
Q1 | $597K | Sell |
15,474
-2,904
| -16% | -$121K | ﹤0.01% | 1743 |
|
|
2018
Q4 | $697K | Sell |
18,378
-4,431
| -19% | -$187K | ﹤0.01% | 1644 |
|
|
2018
Q3 | $1.07M | Buy |
22,809
+1,355
| +6% | +$69.7K | ﹤0.01% | 1678 |
|
|
2018
Q2 | $1.14M | Hold |
21,454
| – | – | ﹤0.01% | 1662 |
|
|
2018
Q1 | $1.03M | Sell |
21,454
-7,627
| -26% | -$377K | ﹤0.01% | 1662 |
|
|
2017
Q4 | $1.39M | Sell |
29,081
-2,936
| -9% | -$145K | ﹤0.01% | 1535 |
|
|
2017
Q3 | $1.56M | Sell |
32,017
-149
| -0.5% | -$6.72K | ﹤0.01% | 1486 |
|
|
2017
Q2 | $1.46M | Hold |
32,166
| – | – | ﹤0.01% | 1524 |
|
|
2017
Q1 | $1.48M | Sell |
32,166
-6,172
| -16% | -$280K | ﹤0.01% | 1520 |
|
|
2016
Q4 | $1.78M | Sell |
38,338
-6
| -0% | -$241 | ﹤0.01% | 1468 |
|
|
2016
Q3 | $1.4M | Sell |
38,344
-1,819
| -5% | -$65.6K | ﹤0.01% | 1584 |
|
|
2016
Q2 | $1.29M | Sell |
40,163
-5,511
| -12% | -$187K | ﹤0.01% | 1509 |
|
|
2016
Q1 | $1.49M | Buy |
45,674
+31,279
| +217% | +$945K | ﹤0.01% | 1406 |
|
|
2015
Q4 | $466K | Sell |
14,395
-2,469
| -15% | -$78.9K | ﹤0.01% | 1901 |
|
|
2015
Q3 | $486K | Sell |
16,864
-2,288
| -12% | -$64.4K | ﹤0.01% | 1732 |
|
|
2015
Q2 | $524K | Buy |
19,152
+2,388
| +14% | +$60.7K | ﹤0.01% | 1758 |
|
|
2015
Q1 | $423K | Buy |
16,764
+4,500
| +37% | +$115K | ﹤0.01% | 1754 |
|
|
2014
Q4 | $314K | Sell |
12,264
-1,800
| -13% | -$45.4K | ﹤0.01% | 2181 |
|
|
2014
Q3 | $336K | Hold |
14,064
| – | – | ﹤0.01% | 2121 |
|
|
2014
Q2 | $345K | Buy |
14,064
+4,500
| +47% | +$104K | ﹤0.01% | 2147 |
|
|
2014
Q1 | $228K | Buy |
9,564
+300
| +3% | +$7.22K | ﹤0.01% | 2382 |
|
|
2013
Q4 | $239K | Buy |
+9,264
| New | +$216K | ﹤0.01% | 2381 |
|
Other funds holding WSFS
NAMI
Cliff Asness's WSFS Position: Q2 2026 in Review
Cliff Asness increased its WSFS Financial (WSFS) stake by 0.01% in Q2 2026, buying an estimated $1.86K and bringing the position to 256,901 shares worth $19.7M. The position accounts for 0.01% of the portfolio, ranked #1190.
Cliff Asness first reported a position in WSFS in Q4 2013 and has held it in 30 quarters since. 352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.
- Cliff Asness held 256,901 shares of WSFS Financial worth $19.7M as of Q2 2026.
- Cliff Asness bought 26 WSFS Financial shares in Q2 2026, an estimated $1.86K.
- WSFS Financial made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1190 holding.
- Cliff Asness first reported a position in WSFS Financial in Q4 2013 and has held it in 30 quarters since.
- 352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.
Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.