Everence Capital Management’s WSFS Financial WSFS Stock Holding History

Everence Capital Management’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
2024 Q4	–	Sell	-7,320	Closed	-$373K	–	1049
2024 Q3	$373K	Hold	7,320	–	–	0.02%	513
2024 Q2	$313	Hold	7,320	–	–	0.02%	531
2024 Q1	$330	Hold	7,320	–	–	0.02%	537
2023 Q4	$336K	Hold	7,320	–	–	0.02%	533
2023 Q3	$267	Sell	7,320 -2,910	-28%	-$116K	0.02%	581
2023 Q2	$342K	Hold	10,230	–	–	0.03%	477
2023 Q1	$385	Hold	10,230	–	–	0.03%	447
2022 Q4	$464	Hold	10,230	–	–	0.04%	394
2022 Q3	$475K	Hold	10,230	–	–	0.04%	359
2022 Q2	$410K	Hold	10,230	–	–	0.04%	411
2022 Q1	$477K	Buy	10,230 +4,770	+87%	+$247K	0.04%	419
2021 Q4	$274K	Hold	5,460	–	–	0.02%	619
2021 Q3	$280K	Hold	5,460	–	–	0.02%	585
2021 Q2	$254K	Hold	5,460	–	–	0.02%	615
2021 Q1	$272K	Buy	+5,460	New	+$263K	0.02%	592

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Everence Capital Management's WSFS Position: Q4 2024 in Review

Everence Capital Management sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 7,320 shares — an estimated $373K sold.

Everence Capital Management first reported a position in WSFS in Q1 2021 and held it in 15 quarters. The position peaked at $477K in Q1 2022. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

Everence Capital Management reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 7,320 WSFS Financial shares in Q4 2024, an estimated $373K.
Everence Capital Management first reported a position in WSFS Financial in Q1 2021 and held it in 15 quarters.
Everence Capital Management's WSFS Financial position peaked at $477K in Q1 2022.
250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.