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Coldstream Capital Management’s WSFS Financial WSFS Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-170
Closed -$8.82K – 3380
2025
Q1 		$8.82K Buy
+170
New +$9.15K ﹤0.01% 2437

Other funds holding WSFS

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Coldstream Capital Management's WSFS Position: Q2 2025 in Review

Coldstream Capital Management sold out of WSFS Financial (WSFS) in Q2 2025, closing a stake of 170 shares — an estimated $8.82K sold.

Coldstream Capital Management first reported a position in WSFS in Q1 2025 and held it in 1 quarter. The position peaked at $8.82K in Q1 2025. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

  • Coldstream Capital Management reported no remaining WSFS Financial position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 170 WSFS Financial shares in Q2 2025, an estimated $8.82K.
  • Coldstream Capital Management first reported a position in WSFS Financial in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's WSFS Financial position peaked at $8.82K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.