MCM
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Maltese Capital Management’s WSFS Financial WSFS Stock Holding History

Maltese Capital Management’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
2022
Q4 		– Sell
-39,300
Closed -$1.83M – 121
2022
Q3 		$1.83M Sell
39,300
-20,700
-35% -$967K 0.42% 80
2022
Q2 		$2.4M Buy
60,000
+35,000
+140% +$1.44M 0.52% 77
2022
Q1 		$1.17M Buy
+25,000
New +$1.3M 0.22% 106
2020
Q2 		– Sell
-150,202
Closed -$3.74M – 192
2020
Q1 		$3.74M Sell
150,202
-79,798
-35% -$2.88M 0.53% 67
2019
Q4 		$10.1M Sell
230,000
-37,000
-14% -$1.62M 0.86% 43
2019
Q3 		$11.8M Buy
267,000
+26,249
+11% +$1.1M 1.01% 32
2019
Q2 		$9.94M Buy
240,751
+50,751
+27% +$2.1M 0.77% 43
2019
Q1 		$7.33M Sell
190,000
-45,000
-19% -$1.87M 0.56% 65
2018
Q4 		$8.91M Buy
235,000
+205,000
+683% +$8.63M 0.74% 42
2018
Q3 		$1.42M Buy
+30,000
New +$1.54M 0.1% 169
2017
Q3 		– Sell
-62,500
Closed -$2.83M – 209
2017
Q2 		$2.83M Sell
62,500
-104,100
-62% -$4.76M 0.27% 108
2017
Q1 		$7.66M Buy
166,600
+66,600
+67% +$3.03M 0.83% 41
2016
Q4 		$4.63M Buy
100,000
+90,000
+900% +$3.62M 0.42% 85
2016
Q3 		$365K Sell
10,000
-110,000
-92% -$3.96M 0.04% 165
2016
Q2 		$3.86M Sell
120,000
-80,000
-40% -$2.72M 0.48% 78
2016
Q1 		$6.5M Sell
200,000
-97,600
-33% -$2.95M 0.84% 34
2015
Q4 		$9.63M Buy
297,600
+60,600
+26% +$1.94M 1.12% 23
2015
Q3 		$6.83M Hold
237,000
– – 0.76% 40
2015
Q2 		$6.48M Hold
237,000
– – 0.73% 49
2015
Q1 		$5.97M Sell
237,000
-17,400
-7% -$444K 0.7% 48
2014
Q4 		$6.52M Sell
254,400
-22,089
-8% -$558K 0.77% 37
2014
Q3 		$6.6M Buy
276,489
+4,989
+2% +$121K 0.8% 38
2014
Q2 		$6.67M Buy
271,500
+196,500
+262% +$4.56M 0.87% 38
2014
Q1 		$1.79M Buy
+75,000
New +$1.81M 0.22% 128

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Maltese Capital Management's WSFS Position: Q4 2022 in Review

Maltese Capital Management sold out of WSFS Financial (WSFS) in Q4 2022, closing a stake of 39,300 shares — an estimated $1.83M sold.

Maltese Capital Management first reported a position in WSFS in Q1 2014 and held it in 24 quarters. The position peaked at $11.8M in Q3 2019. 231 funds tracked by Wall St. Rank hold WSFS as of Q4 2022.

  • Maltese Capital Management reported no remaining WSFS Financial position as of Q4 2022 after selling out during the quarter.
  • Maltese Capital Management sold 39,300 WSFS Financial shares in Q4 2022, an estimated $1.83M.
  • Maltese Capital Management first reported a position in WSFS Financial in Q1 2014 and held it in 24 quarters.
  • Maltese Capital Management's WSFS Financial position peaked at $11.8M in Q3 2019.
  • 231 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2022.

Based on Maltese Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.