Elequin Capital’s WSFS Financial WSFS Stock Holding History

Elequin Capital’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
2023 Q4	–	Sell	-172	Closed	-$6.28K	–	502
2023 Q3	$6.28K	Buy	+172	New	+$6.86K	﹤0.01%	278

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Elequin Capital's WSFS Position: Q4 2023 in Review

Elequin Capital sold out of WSFS Financial (WSFS) in Q4 2023, closing a stake of 172 shares — an estimated $6.28K sold.

Elequin Capital first reported a position in WSFS in Q3 2023 and held it in 1 quarter. The position peaked at $6.28K in Q3 2023. 242 funds tracked by Wall St. Rank hold WSFS as of Q4 2023.

Elequin Capital reported no remaining WSFS Financial position as of Q4 2023 after selling out during the quarter.
Elequin Capital sold 172 WSFS Financial shares in Q4 2023, an estimated $6.28K.
Elequin Capital first reported a position in WSFS Financial in Q3 2023 and held it in 1 quarter.
Elequin Capital's WSFS Financial position peaked at $6.28K in Q3 2023.
242 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2023.

Based on Elequin Capital's 13F filing for Q4 2023, filed 14 Feb 2024.