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Dmitry Balyasny’s WSFS Financial WSFS Stock Holding History

Dmitry Balyasny’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
Q2 		– Sell
-3,179
Closed -$208K – 3557
2026
Q1 		$208K Sell
3,179
-41,769
-93% -$2.63M ﹤0.01% 2691
2025
Q4 		$2.48M Buy
44,948
+37,708
+521% +$2.06M ﹤0.01% 1754
2025
Q3 		$390K Buy
7,240
+284
+4% +$16K ﹤0.01% 2488
2025
Q2 		$383K Buy
+6,956
New +$361K ﹤0.01% 2398
2024
Q3 		– Sell
-6,002
Closed -$282K – 3213
2024
Q2 		$282K Sell
6,002
-27,123
-82% -$1.2M ﹤0.01% 2244
2024
Q1 		$1.5M Buy
33,125
+15,556
+89% +$677K ﹤0.01% 1645
2023
Q4 		$807K Sell
17,569
-779
-4% -$30.6K ﹤0.01% 1770
2023
Q3 		$670K Sell
18,348
-4,857
-21% -$194K ﹤0.01% 1668
2023
Q2 		$875K Buy
+23,205
New +$825K ﹤0.01% 1675
2022
Q3 		– Sell
-23,200
Closed -$930K – 3300
2022
Q2 		$930K Sell
23,200
-1,963
-8% -$80.8K ﹤0.01% 1786
2022
Q1 		$1.17M Buy
+25,163
New +$1.3M ﹤0.01% 1582
2021
Q4 		– Sell
-23,640
Closed -$1.21M – 2631
2021
Q3 		$1.21M Buy
23,640
+15,070
+176% +$678K 0.01% 1281
2021
Q2 		$399K Buy
+8,570
New +$436K ﹤0.01% 1594
2019
Q3 		– Sell
-6,481
Closed -$268K – 1645
2019
Q2 		$268K Sell
6,481
-19,130
-75% -$793K ﹤0.01% 1353
2019
Q1 		$989K Buy
+25,611
New +$1.07M 0.01% 1022
2018
Q2 		– Sell
-9,000
Closed -$431K – 2190
2018
Q1 		$431K Buy
+9,000
New +$445K ﹤0.01% 1495

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dmitry Balyasny's WSFS Position: Q2 2026 in Review

Dmitry Balyasny sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 3,179 shares — an estimated $208K sold.

Dmitry Balyasny first reported a position in WSFS in Q1 2018 and held it in 16 quarters. The position peaked at $2.48M in Q4 2025. 352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Dmitry Balyasny reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Dmitry Balyasny sold 3,179 WSFS Financial shares in Q2 2026, an estimated $208K.
  • Dmitry Balyasny first reported a position in WSFS Financial in Q1 2018 and held it in 16 quarters.
  • Dmitry Balyasny's WSFS Financial position peaked at $2.48M in Q4 2025.
  • 352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.