Lindbrook Capital’s WSFS Financial WSFS Stock Holding History

Lindbrook Capital’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	$4.05K	Hold	78	–	–	﹤0.01%	2044
2024 Q4	$4.14K	Hold	78	–	–	﹤0.01%	2070
2024 Q3	$3.98K	Hold	78	–	–	﹤0.01%	2107
2024 Q2	$3.67K	Hold	78	–	–	﹤0.01%	2133
2024 Q1	$3.52K	Hold	78	–	–	﹤0.01%	2047
2023 Q4	$3.58K	Hold	78	–	–	﹤0.01%	2053
2023 Q3	$2.85K	Hold	78	–	–	﹤0.01%	2000
2023 Q2	$2.94K	Hold	78	–	–	﹤0.01%	2012
2023 Q1	$2.93K	Hold	78	–	–	﹤0.01%	2085
2022 Q4	$3.54K	Sell	78 -2	-3%	-$94	﹤0.01%	1980
2022 Q3	$4K	Hold	80	–	–	﹤0.01%	1807
2022 Q2	$3K	Sell	80 -26	-25%	-$1.07K	﹤0.01%	1860
2022 Q1	$5K	Buy	106 +24	+29%	+$1.24K	﹤0.01%	1633
2021 Q4	$4K	Sell	82 -22	-21%	-$1.15K	﹤0.01%	1616
2021 Q3	$5K	Sell	104 -86	-45%	-$3.87K	﹤0.01%	1273
2021 Q2	$9K	Hold	190	–	–	﹤0.01%	1106
2021 Q1	$9K	Buy	190 +86	+83%	+$4.14K	﹤0.01%	1073
2020 Q4	$5K	Buy	104 +22	+27%	+$807	﹤0.01%	1215
2020 Q3	$2K	Hold	82	–	–	﹤0.01%	1458
2020 Q2	$2K	Hold	82	–	–	﹤0.01%	1459
2020 Q1	$2K	Sell	82 -110	-57%	-$3.98K	﹤0.01%	1343
2019 Q4	$8K	Hold	192	–	–	﹤0.01%	993
2019 Q3	$8K	Sell	192 -17	-8%	-$715	﹤0.01%	972
2019 Q2	$8K	Hold	209	–	–	﹤0.01%	967
2019 Q1	$8K	Buy	209 +17	+9%	+$707	﹤0.01%	973
2018 Q4	$7K	Buy	+192	New	+$8.08K	﹤0.01%	935

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Lindbrook Capital's WSFS Position: Q1 2025 in Review

Lindbrook Capital held its WSFS Financial (WSFS) position steady in Q1 2025 at 78 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Lindbrook Capital first reported a position in WSFS in Q4 2018 and has held it in 26 quarters since. The position peaked at $9K in Q2 2021. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

Lindbrook Capital held 78 shares of WSFS Financial worth $4.05K as of Q1 2025.
Lindbrook Capital left its WSFS Financial share count unchanged in Q1 2025.
WSFS Financial made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2044 holding.
Lindbrook Capital first reported a position in WSFS Financial in Q4 2018 and has held it in 26 quarters since.
Lindbrook Capital's WSFS Financial position peaked at $9K in Q2 2021.
263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.