Mackenzie Financial
WSFS icon

Mackenzie Financial’s WSFS Financial WSFS Stock Holding History

Mackenzie 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
2025
Q3 		– Sell
-3,700
Closed -$204K – 1860
2025
Q2 		$204K Buy
+3,700
New +$192K ﹤0.01% 1551
2025
Q1 		– Sell
-4,016
Closed -$213K – 1811
2024
Q4 		$213K Hold
4,016
– – ﹤0.01% 1538
2024
Q3 		$205K Buy
+4,016
New +$208K ﹤0.01% 1378

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T. Rowe Price Investment Management
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CIP
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Mackenzie Financial's WSFS Position: Q3 2025 in Review

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

Mackenzie Financial first reported a position in WSFS in Q3 2024 and held it in 3 quarters. The position peaked at $213K in Q4 2024. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Mackenzie Financial reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Mackenzie Financial sold 3,700 WSFS Financial shares in Q3 2025, an estimated $204K.
  • Mackenzie Financial first reported a position in WSFS Financial in Q3 2024 and held it in 3 quarters.
  • Mackenzie Financial's WSFS Financial position peaked at $213K in Q4 2024.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Mackenzie Financial's 13F filing for Q3 2025, filed 13 Nov 2025.