Macquarie Group
WSFS icon

Macquarie Group’s WSFS Financial WSFS Stock Holding History

Macquarie Group’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
Q4 		– Sell
-3,789,431
Closed -$206M – 1521
2025
Q3 		$206M Buy
3,789,431
+1,829,544
+93% +$103M 0.24% 64
2025
Q2 		$108M Buy
1,959,887
+43,903
+2% +$2.28M 0.13% 210
2025
Q1 		$99.4M Buy
1,915,984
+227,188
+13% +$12.2M 0.12% 237
2024
Q4 		$89.7M Sell
1,688,796
-5,337
-0.3% -$290K 0.11% 261
2024
Q3 		$86.4M Sell
1,694,133
-37,724
-2% -$1.95M 0.09% 295
2024
Q2 		$81.4M Buy
1,731,857
+7,368
+0.4% +$326K 0.09% 280
2024
Q1 		$77.8M Sell
1,724,489
-45,871
-3% -$2M 0.09% 289
2023
Q4 		$81.3M Sell
1,770,360
-7,204
-0.4% -$283K 0.09% 295
2023
Q3 		$64.9M Sell
1,777,564
-270,596
-13% -$10.8M 0.08% 329
2023
Q2 		$77.3M Buy
2,048,160
+22,895
+1% +$814K 0.09% 297
2023
Q1 		$76.2M Sell
2,025,265
-52,820
-3% -$2.42M 0.09% 300
2022
Q4 		$94.2M Sell
2,078,085
-50,693
-2% -$2.38M 0.11% 255
2022
Q3 		$98.9M Sell
2,128,778
-334,240
-14% -$15.6M 0.12% 229
2022
Q2 		$98.8M Buy
2,463,018
+158,452
+7% +$6.52M 0.11% 249
2022
Q1 		$107K Buy
2,304,566
+708,432
+44% +$36.7M 0.08% 277
2021
Q4 		$80M Buy
1,596,134
+1,082
+0.1% +$56.7K 0.07% 368
2021
Q3 		$81.8M Sell
1,595,052
-21,958
-1% -$987K 0.07% 364
2021
Q2 		$75.3M Buy
1,617,010
+29,019
+2% +$1.48M 0.06% 392
2021
Q1 		$79.1M Sell
1,587,991
-95,867
-6% -$4.62M 0.11% 222
2020
Q4 		$75.6M Sell
1,683,858
-124,912
-7% -$4.58M 0.11% 206
2020
Q3 		$48.8M Buy
1,808,770
+405,243
+29% +$11.4M 0.08% 271
2020
Q2 		$40.3M Buy
1,403,527
+404,163
+40% +$10.7M 0.07% 293
2020
Q1 		$24.9M Buy
999,364
+76,726
+8% +$2.77M 0.05% 364
2019
Q4 		$40.6M Buy
922,638
+115,611
+14% +$5.05M 0.06% 347
2019
Q3 		$35.6M Sell
807,027
-291,906
-27% -$12.3M 0.06% 334
2019
Q2 		$45.4M Sell
1,098,933
-223,908
-17% -$9.28M 0.08% 278
2019
Q1 		$51.1M Sell
1,322,841
-125,783
-9% -$5.23M 0.09% 245
2018
Q4 		$54.9M Buy
1,448,624
+130,328
+10% +$5.49M 0.11% 188
2018
Q3 		$62.2M Buy
1,318,296
+255,296
+24% +$13.1M 0.1% 203
2018
Q2 		$56.7M Buy
1,063,000
+88,373
+9% +$4.58M 0.1% 203
2018
Q1 		$46.7M Buy
974,627
+55,280
+6% +$2.73M 0.09% 236
2017
Q4 		$44M Buy
919,347
+42,519
+5% +$2.1M 0.08% 253
2017
Q3 		$42.7M Buy
876,828
+95,540
+12% +$4.31M 0.08% 247
2017
Q2 		$35.4M Buy
781,288
+156,617
+25% +$7.16M 0.06% 285
2017
Q1 		$28.7M Buy
624,671
+168,129
+37% +$7.64M 0.05% 352
2016
Q4 		$21.2M Buy
456,542
+87,016
+24% +$3.5M 0.04% 421
2016
Q3 		$13.5M Sell
369,526
-335,720
-48% -$12.1M 0.03% 529
2016
Q2 		$22.7M Buy
705,246
+429,010
+155% +$14.6M 0.02% 532
2016
Q1 		$8.98M Buy
+276,236
New +$8.35M 0.02% 583

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Macquarie Group's WSFS Position: Q4 2025 in Review

Macquarie Group sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 3,789,431 shares — an estimated $206M sold.

Macquarie Group first reported a position in WSFS in Q1 2016 and held it in 39 quarters. The position peaked at $206M in Q3 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Macquarie Group reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Macquarie Group sold 3,789,431 WSFS Financial shares in Q4 2025, an estimated $206M.
  • Macquarie Group first reported a position in WSFS Financial in Q1 2016 and held it in 39 quarters.
  • Macquarie Group's WSFS Financial position peaked at $206M in Q3 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Macquarie Group's 13F filing for Q4 2025, filed 13 Feb 2026.