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Diversified Trust’s WSFS Financial WSFS Stock Holding History

Diversified Trust’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
Q4 		– Sell
-13,520
Closed -$729K – 1108
2025
Q3 		$729K Hold
13,520
– – 0.01% 500
2025
Q2 		$744K Buy
13,520
+750
+6% +$38.9K 0.02% 467
2025
Q1 		$662K Sell
12,770
-38
-0.3% -$2.05K 0.02% 479
2024
Q4 		$680K Buy
12,808
+1
+0% +$54 0.02% 495
2024
Q3 		$653K Buy
12,807
+1,425
+13% +$73.8K 0.02% 514
2024
Q2 		$535K Buy
11,382
+225
+2% +$9.96K 0.02% 521
2024
Q1 		$504K Buy
11,157
+3,280
+42% +$143K 0.02% 510
2023
Q4 		$362K Hold
7,877
– – 0.01% 598
2023
Q3 		$288K Buy
7,877
+345
+5% +$13.8K 0.01% 634
2023
Q2 		$284K Sell
7,532
-142
-2% -$5.05K 0.01% 654
2023
Q1 		$289K Hold
7,674
– – 0.01% 636
2022
Q4 		$348K Buy
7,674
+1,700
+28% +$79.9K 0.01% 533
2022
Q3 		$278K Hold
5,974
– – 0.01% 571
2022
Q2 		$239K Hold
5,974
– – 0.01% 634
2022
Q1 		$279K Buy
+5,974
New +$310K 0.01% 647

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Diversified Trust's WSFS Position: Q4 2025 in Review

Diversified Trust sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 13,520 shares — an estimated $729K sold.

Diversified Trust first reported a position in WSFS in Q1 2022 and held it in 15 quarters. The position peaked at $744K in Q2 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Diversified Trust reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Diversified Trust sold 13,520 WSFS Financial shares in Q4 2025, an estimated $729K.
  • Diversified Trust first reported a position in WSFS Financial in Q1 2022 and held it in 15 quarters.
  • Diversified Trust's WSFS Financial position peaked at $744K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Diversified Trust's 13F filing for Q4 2025, filed 9 Jan 2026.