HF
WSFS icon

HRT Financial’s WSFS Financial WSFS Stock Holding History

HRT Financial’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
2026
Q1 		$1.73M Buy
+26,405
New +$1.66M ﹤0.01% 1715
2025
Q4 		– Sell
-23,501
Closed -$1.27M – 4157
2025
Q3 		$1.27M Buy
23,501
+13,661
+139% +$771K ﹤0.01% 1402
2025
Q2 		$541K Sell
9,840
-4,194
-30% -$218K ﹤0.01% 1567
2025
Q1 		$727K Buy
+14,034
New +$756K ﹤0.01% 1279
2024
Q4 		– Sell
-22,754
Closed -$1.16M – 3355
2024
Q3 		$1.16M Buy
+22,754
New +$1.18M 0.01% 1166
2024
Q1 		– Sell
-14,047
Closed -$645K – 3193
2023
Q4 		$645K Sell
14,047
-31,708
-69% -$1.24M ﹤0.01% 1227
2023
Q3 		$1.67M Buy
45,755
+15,158
+50% +$605K 0.02% 699
2023
Q2 		$1.15M Buy
+30,597
New +$1.09M 0.01% 863
2023
Q1 		– Sell
-52,164
Closed -$2.37M – 3279
2022
Q4 		$2.37M Buy
52,164
+13,139
+34% +$618K 0.03% 515
2022
Q3 		$1.81M Buy
39,025
+6,580
+20% +$307K 0.02% 641
2022
Q2 		$1.3M Buy
+32,445
New +$1.34M 0.01% 773
2021
Q4 		– Sell
-24,009
Closed -$1.23M – 4194
2021
Q3 		$1.23M Buy
24,009
+9,689
+68% +$436K 0.01% 1090
2021
Q2 		$667K Sell
14,320
-34,552
-71% -$1.76M 0.01% 1521
2021
Q1 		$2.43M Buy
+48,872
New +$2.35M 0.02% 522
2020
Q4 		– Sell
-14,039
Closed -$378K – 2543
2020
Q3 		$378K Buy
14,039
+2,599
+23% +$73.4K 0.01% 1020
2020
Q2 		$328K Buy
+11,440
New +$303K 0.01% 949
2020
Q1 		– Sell
-17,387
Closed -$764K – 1421
2019
Q4 		$764K Buy
17,387
+10,904
+168% +$477K 0.03% 413
2019
Q3 		$285K Buy
+6,483
New +$273K 0.01% 969

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HRT Financial's WSFS Position: Q1 2026 in Review

HRT Financial opened a new position in WSFS Financial (WSFS) in Q1 2026: 26,405 shares worth $1.73M. The stake represents ﹤0.01% of the portfolio and ranks #1715 among its holdings. This is a return to the name: HRT Financial previously reported a position in WSFS as recently as Q3 2025.

HRT Financial first reported a position in WSFS in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.43M in Q1 2021. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • HRT Financial held 26,405 shares of WSFS Financial worth $1.73M as of Q1 2026.
  • WSFS Financial was a new HRT Financial position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of HRT Financial's portfolio in Q1 2026, its #1715 holding.
  • HRT Financial first reported a position in WSFS Financial in Q3 2019 and has held it in 18 quarters since.
  • HRT Financial's WSFS Financial position peaked at $2.43M in Q1 2021.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.