Jain Global’s WSFS Financial WSFS Stock Holding History

Jain Global’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 Q3	–	Sell	-3,700	Closed	-$204K	–	1547
2025 Q2	$204K	Buy	+3,700	New	+$192K	﹤0.01%	974

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Jain Global's WSFS Position: Q3 2025 in Review

Jain Global sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 3,700 shares — an estimated $204K sold.

Jain Global first reported a position in WSFS in Q2 2025 and held it in 1 quarter. The position peaked at $204K in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

Jain Global reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
Jain Global sold 3,700 WSFS Financial shares in Q3 2025, an estimated $204K.
Jain Global first reported a position in WSFS Financial in Q2 2025 and held it in 1 quarter.
Jain Global's WSFS Financial position peaked at $204K in Q2 2025.
293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Jain Global's 13F filing for Q3 2025, filed 14 Nov 2025.