EBA
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Eagle Bay Advisors’s WSFS Financial WSFS Stock Holding History

Eagle Bay Advisors’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
Q1 		– Sell
-38
Closed -$2.02K – 953
2024
Q4 		$2.02K Sell
38
-1
-3% -$54 ﹤0.01% 879
2024
Q3 		$1.99K Sell
39
-23
-37% -$1.19K ﹤0.01% 1230
2024
Q2 		$2.91K Sell
62
-39
-39% -$1.73K ﹤0.01% 831
2024
Q1 		$4.56K Buy
101
+9
+10% +$392 ﹤0.01% 753
2023
Q4 		$4.23K Sell
92
-757
-89% -$29.7K ﹤0.01% 660
2023
Q3 		$31K Buy
849
+269
+46% +$10.7K 0.01% 475
2023
Q2 		$21.9K Sell
580
-269
-32% -$9.56K 0.01% 520
2023
Q1 		$31.9K Sell
849
-22
-3% -$1.01K 0.02% 474
2022
Q4 		$39.5K Buy
871
+69
+9% +$3.25K 0.02% 416
2022
Q3 		$37K Buy
802
+199
+33% +$9.3K 0.02% 408
2022
Q2 		$24.2K Buy
603
+280
+87% +$11.5K 0.01% 523
2022
Q1 		$15K Sell
323
-132
-29% -$6.84K 0.01% 248
2021
Q4 		$23K Sell
455
-3
-0.7% -$157 0.01% 542
2021
Q3 		$23K Buy
458
+40
+10% +$1.8K 0.01% 595
2021
Q2 		$21K Buy
+418
New +$21.3K 0.02% 539

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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

Eagle Bay Advisors's WSFS Position: Q1 2025 in Review

Eagle Bay Advisors sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 38 shares — an estimated $2.02K sold.

Eagle Bay Advisors first reported a position in WSFS in Q2 2021 and held it in 15 quarters. The position peaked at $39.5K in Q4 2022. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

  • Eagle Bay Advisors reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 38 WSFS Financial shares in Q1 2025, an estimated $2.02K.
  • Eagle Bay Advisors first reported a position in WSFS Financial in Q2 2021 and held it in 15 quarters.
  • Eagle Bay Advisors's WSFS Financial position peaked at $39.5K in Q4 2022.
  • 263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.