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Henshaw Capital’s WSFS Financial WSFS Stock Holding History

Henshaw 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
2025
Q4 		– Sell
-10,622
Closed -$573K – 272
2025
Q3 		$573K Sell
10,622
-2,358
-18% -$133K 0.02% 162
2025
Q2 		$714K Hold
12,980
– – 0.03% 190
2025
Q1 		$673K Buy
12,980
+1,883
+17% +$101K 0.03% 186
2024
Q4 		$590K Hold
11,097
– – 0.02% 189
2024
Q3 		$566K Hold
11,097
– – 0.02% 204
2024
Q2 		$522K Buy
11,097
+125
+1% +$5.53K 0.02% 171
2024
Q1 		$495K Hold
10,972
– – 0.02% 175
2023
Q4 		$504K Hold
10,972
– – 0.03% 173
2023
Q3 		$400K Buy
10,972
+2,494
+29% +$99.5K 0.02% 181
2023
Q2 		$320K Hold
8,478
– – 0.02% 169
2023
Q1 		$319K Hold
8,478
– – 0.02% 169
2022
Q4 		$384K Sell
8,478
-1,888
-18% -$88.8K 0.03% 142
2022
Q3 		$482K Hold
10,366
– – 0.04% 145
2022
Q2 		$416K Hold
10,366
– – 0.03% 160
2022
Q1 		$483K Buy
10,366
+3,170
+44% +$164K 0.03% 160
2021
Q4 		$361K Hold
7,196
– – 0.02% 221
2021
Q3 		$369K Hold
7,196
– – 0.02% 212
2021
Q2 		$335K Hold
7,196
– – 0.02% 259
2021
Q1 		$358K Hold
7,196
– – 0.02% 225
2020
Q4 		$323K Buy
+7,196
New +$264K 0.02% 240
2019
Q3 		– Sell
-4,900
Closed -$202K – 299
2019
Q2 		$202K Buy
+4,900
New +$203K 0.02% 274
2018
Q4 		– Sell
-5,830
Closed -$275K – 335
2018
Q3 		$275K Sell
5,830
-1,782
-23% -$91.7K 0.02% 239
2018
Q2 		$406K Buy
7,612
+14
+0.2% +$726 0.04% 180
2018
Q1 		$364K Sell
7,598
-13
-0.2% -$643 0.03% 197
2017
Q4 		$364K Sell
7,611
-1,269
-14% -$62.6K 0.03% 201
2017
Q3 		$433K Hold
8,880
– – 0.04% 160
2017
Q2 		$403K Buy
+8,880
New +$406K 0.04% 172

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Henshaw Capital's WSFS Position: Q4 2025 in Review

Henshaw Capital sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 10,622 shares — an estimated $573K sold.

Henshaw Capital first reported a position in WSFS in Q2 2017 and held it in 27 quarters. The position peaked at $714K in Q2 2025. 315 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Henshaw Capital reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Henshaw Capital sold 10,622 WSFS Financial shares in Q4 2025, an estimated $573K.
  • Henshaw Capital first reported a position in WSFS Financial in Q2 2017 and held it in 27 quarters.
  • Henshaw Capital's WSFS Financial position peaked at $714K in Q2 2025.
  • 315 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Henshaw Capital's 13F filing for Q4 2025, filed 28 May 2026.