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
Q2 		– Sell
-26,405
Closed -$1.73M – 5488
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

HRT Financial's WSFS Position: Q2 2026 in Review

HRT Financial sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 26,405 shares — an estimated $1.73M sold.

HRT Financial first reported a position in WSFS in Q3 2019 and held it in 18 quarters. The position peaked at $2.43M in Q1 2021. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • HRT Financial reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • HRT Financial sold 26,405 WSFS Financial shares in Q2 2026, an estimated $1.73M.
  • HRT Financial first reported a position in WSFS Financial in Q3 2019 and held it in 18 quarters.
  • HRT Financial's WSFS Financial position peaked at $2.43M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on HRT Financial's 13F filing for Q2 2026, filed 14 Aug 2026.