Holocene Advisors’s WSFS Financial WSFS Stock Holding History

Holocene 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	-10,471	Closed	-$556K	–	911
2024 Q4	$556K	Buy	+10,471	New	+$570K	﹤0.01%	708
2022 Q4	–	Sell	-21,401	Closed	-$994K	–	935
2022 Q3	$994K	Sell	21,401 -40,569	-65%	-$1.9M	0.01%	619
2022 Q2	$2.48M	Buy	61,970 +37,168	+150%	+$1.53M	0.02%	487
2022 Q1	$1.16M	Buy	24,802 +13,847	+126%	+$718K	0.01%	671
2021 Q4	$549K	Buy	10,955 +3,207	+41%	+$168K	﹤0.01%	766
2021 Q3	$398K	Buy	+7,748	New	+$348K	﹤0.01%	759
2020 Q1	–	Sell	-24,483	Closed	-$1.08M	–	839
2019 Q4	$1.08M	Sell	24,483 -1,756	-7%	-$76.7K	0.01%	552
2019 Q3	$1.16M	Buy	26,239 +20,588	+364%	+$866K	0.01%	462
2019 Q2	$233K	Sell	5,651 -936	-14%	-$38.8K	﹤0.01%	617
2019 Q1	$254K	Sell	6,587 -6,900	-51%	-$287K	﹤0.01%	577
2018 Q4	$511K	Buy	+13,487	New	+$568K	0.01%	416

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

Holocene Advisors's WSFS Position: Q1 2025 in Review

Holocene Advisors sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 10,471 shares — an estimated $556K sold.

Holocene Advisors first reported a position in WSFS in Q4 2018 and held it in 11 quarters. The position peaked at $2.48M in Q2 2022. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

Holocene Advisors reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
Holocene Advisors sold 10,471 WSFS Financial shares in Q1 2025, an estimated $556K.
Holocene Advisors first reported a position in WSFS Financial in Q4 2018 and held it in 11 quarters.
Holocene Advisors's WSFS Financial position peaked at $2.48M in Q2 2022.
263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on Holocene Advisors's 13F filing for Q1 2025, filed 15 May 2025.