JY
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Jeff Yass’s WSFS Financial WSFS Stock Holding History

Jeff Yass’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 		– Sell
-3,900
Closed -$215K – 14236
2025
Q4 		$215K Buy
+3,900
New +$213K ﹤0.01% 10723
2024
Q4 		– Sell
-4,900
Closed -$250K – 13370
2024
Q3 		$250K Buy
+4,900
New +$254K ﹤0.01% 10010
2023
Q2 		– Sell
-8,500
Closed -$320K – 13277
2023
Q1 		$320K Buy
+8,500
New +$390K ﹤0.01% 9581
2020
Q1 		– Sell
-8,100
Closed -$356K – 10983
2019
Q4 		$356K Buy
+8,100
New +$354K ﹤0.01% 7663

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

Jeff Yass's WSFS Position: Q2 2026 in Review

Jeff Yass reduced its WSFS Financial (WSFS) stake by 67% in Q2 2026, selling an estimated $2.1M and leaving 14,410 shares worth $1.11M. The position accounts for ﹤0.01% of the portfolio, ranked #7940.

Jeff Yass first reported a position in WSFS in Q1 2014 and has held it in 45 quarters since. The position peaked at $8.5M in Q3 2021. 352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Jeff Yass held 14,410 shares of WSFS Financial worth $1.11M as of Q2 2026.
  • Jeff Yass sold 29,317 WSFS Financial shares in Q2 2026, an estimated $2.1M.
  • WSFS Financial made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #7940 holding.
  • Jeff Yass first reported a position in WSFS Financial in Q1 2014 and has held it in 45 quarters since.
  • Jeff Yass's WSFS Financial position peaked at $8.5M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.