Guggenheim Capital’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
-4,669
| Closed | -$257K | – | 1673 |
|
|
2025
Q2 | $257K | Buy |
4,669
+457
| +11% | +$23.7K | ﹤0.01% | 1438 |
|
|
2025
Q1 | $218K | Buy |
+4,212
| New | +$227K | ﹤0.01% | 1508 |
|
|
2024
Q3 | – | Sell |
-5,676
| Closed | -$267K | – | 1947 |
|
|
2024
Q2 | $267K | Sell |
5,676
-180
| -3% | -$7.97K | ﹤0.01% | 1682 |
|
|
2024
Q1 | $264K | Buy |
+5,856
| New | +$255K | ﹤0.01% | 1700 |
|
|
2021
Q3 | – | Sell |
-7,460
| Closed | -$348K | – | 2245 |
|
|
2021
Q2 | $348K | Buy |
7,460
+3,000
| +67% | +$153K | ﹤0.01% | 1966 |
|
|
2021
Q1 | $222K | Sell |
4,460
-97,583
| -96% | -$4.7M | ﹤0.01% | 2055 |
|
|
2020
Q4 | $4.58M | Hold |
102,043
| – | – | 0.03% | 614 |
|
|
2020
Q3 | $2.75M | Sell |
102,043
-85,353
| -46% | -$2.41M | 0.02% | 758 |
|
|
2020
Q2 | $5.38M | Hold |
187,396
| – | – | 0.04% | 493 |
|
|
2020
Q1 | $4.67M | Buy |
187,396
+43,201
| +30% | +$1.56M | 0.05% | 470 |
|
|
2019
Q4 | $6.34M | Buy |
144,195
+32,262
| +29% | +$1.41M | 0.05% | 500 |
|
|
2019
Q3 | $4.94M | Sell |
111,933
-2,171
| -2% | -$91.3K | 0.04% | 599 |
|
|
2019
Q2 | $4.71M | Buy |
114,104
+77,046
| +208% | +$3.19M | 0.04% | 637 |
|
|
2019
Q1 | $1.43M | Buy |
37,058
+21,147
| +133% | +$879K | 0.01% | 1219 |
|
|
2018
Q4 | $603K | Sell |
15,911
-1,955
| -11% | -$82.3K | 0.01% | 1594 |
|
|
2018
Q3 | $843K | Sell |
17,866
-493
| -3% | -$25.4K | 0.01% | 1706 |
|
|
2018
Q2 | $979K | Sell |
18,359
-918
| -5% | -$47.6K | 0.01% | 1617 |
|
|
2018
Q1 | $924K | Buy |
19,277
+5,313
| +38% | +$263K | ﹤0.01% | 2112 |
|
|
2017
Q4 | $670K | Buy |
13,964
+5,380
| +63% | +$265K | ﹤0.01% | 2260 |
|
|
2017
Q3 | $419K | Sell |
8,584
-14
| -0.2% | -$632 | ﹤0.01% | 2451 |
|
|
2017
Q2 | $389K | Buy |
+8,598
| New | +$393K | ﹤0.01% | 2487 |
|
|
2016
Q4 | – | Sell |
-5,712
| Closed | -$209K | – | 2986 |
|
|
2016
Q3 | $209K | Sell |
5,712
-823
| -13% | -$29.7K | ﹤0.01% | 2646 |
|
|
2016
Q2 | $211K | Sell |
6,535
-1,105
| -14% | -$37.6K | ﹤0.01% | 2659 |
|
|
2016
Q1 | $248K | Sell |
7,640
-1,747
| -19% | -$52.8K | ﹤0.01% | 2621 |
|
|
2015
Q4 | $304K | Sell |
9,387
-520
| -5% | -$16.6K | ﹤0.01% | 2653 |
|
|
2015
Q3 | $285K | Sell |
9,907
-1,513
| -13% | -$42.6K | ﹤0.01% | 2614 |
|
|
2015
Q2 | $312K | Buy |
11,420
+458
| +4% | +$11.6K | ﹤0.01% | 2673 |
|
|
2015
Q1 | $276K | Buy |
+10,962
| New | +$280K | ﹤0.01% | 2716 |
|
Other funds holding WSFS
CIP
Guggenheim Capital's WSFS Position: Q3 2025 in Review
Guggenheim Capital sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 4,669 shares — an estimated $257K sold.
Guggenheim Capital first reported a position in WSFS in Q1 2015 and held it in 28 quarters. The position peaked at $6.34M in Q4 2019. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.
- Guggenheim Capital reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
- Guggenheim Capital sold 4,669 WSFS Financial shares in Q3 2025, an estimated $257K.
- Guggenheim Capital first reported a position in WSFS Financial in Q1 2015 and held it in 28 quarters.
- Guggenheim Capital's WSFS Financial position peaked at $6.34M in Q4 2019.
- 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.
Based on Guggenheim Capital's 13F filing for Q3 2025, filed 13 Nov 2025.