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Dynamic Technology Lab’s WSFS Financial WSFS Stock Holding History

Dynamic Technology Lab’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
-4,763
Closed -$257K – 1124
2025
Q3 		$257K Buy
+4,763
New +$269K 0.04% 607
2024
Q4 		– Sell
-15,525
Closed -$792K – 1400
2024
Q3 		$792K Buy
+15,525
New +$805K 0.08% 412
2022
Q1 		– Sell
-9,270
Closed -$465K – 1576
2021
Q4 		$465K Buy
+9,270
New +$486K 0.05% 626
2021
Q3 		– Sell
-30,550
Closed -$1.42M – 1509
2021
Q2 		$1.42M Buy
+30,550
New +$1.56M 0.14% 203
2020
Q3 		– Sell
-7,815
Closed -$224K – 1392
2020
Q2 		$224K Buy
+7,815
New +$207K 0.03% 772
2019
Q4 		– Sell
-10,226
Closed -$451K – 1345
2019
Q3 		$451K Buy
+10,226
New +$430K 0.08% 471
2018
Q4 		– Sell
-5,020
Closed -$237K – 1359
2018
Q3 		$237K Buy
5,020
+1,016
+25% +$52.3K 0.03% 833
2018
Q2 		$213K Sell
4,004
-5,292
-57% -$274K 0.03% 824
2018
Q1 		$445K Buy
9,296
+1,135
+14% +$56.1K 0.07% 534
2017
Q4 		$390K Buy
+8,161
New +$402K 0.07% 569
2017
Q1 		– Sell
-15,537
Closed -$720K – 1305
2016
Q4 		$720K Buy
15,537
+1,697
+12% +$68.2K 0.19% 115
2016
Q3 		$505K Buy
13,840
+3,864
+39% +$139K 0.14% 234
2016
Q2 		$321K Buy
+9,976
New +$339K 0.09% 484
2015
Q1 		– Sell
-14,955
Closed -$383K – 903
2014
Q4 		$383K Buy
+14,955
New +$377K 0.19% 167

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

Dynamic Technology Lab's WSFS Position: Q4 2025 in Review

Dynamic Technology Lab sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 4,763 shares — an estimated $257K sold.

Dynamic Technology Lab first reported a position in WSFS in Q4 2014 and held it in 14 quarters. The position peaked at $1.42M in Q2 2021. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Dynamic Technology Lab reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Dynamic Technology Lab sold 4,763 WSFS Financial shares in Q4 2025, an estimated $257K.
  • Dynamic Technology Lab first reported a position in WSFS Financial in Q4 2014 and held it in 14 quarters.
  • Dynamic Technology Lab's WSFS Financial position peaked at $1.42M in Q2 2021.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Dynamic Technology Lab's 13F filing for Q4 2025, filed 13 Feb 2026.