Mariner
WSFS icon

Mariner’s WSFS Financial WSFS Stock Holding History

Mariner’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 		$1.06M Buy
16,193
+4,545
+39% +$286K ﹤0.01% 1923
2025
Q4 		$644K Buy
11,648
+6,237
+115% +$341K ﹤0.01% 2268
2025
Q3 		$292K Buy
5,411
+957
+21% +$54K ﹤0.01% 2836
2025
Q2 		$245K Sell
4,454
-354
-7% -$18.4K ﹤0.01% 2897
2025
Q1 		$249K Buy
4,808
+351
+8% +$18.9K ﹤0.01% 2802
2024
Q4 		$237K Buy
4,457
+215
+5% +$11.7K ﹤0.01% 2849
2024
Q3 		$216K Buy
+4,242
New +$220K ﹤0.01% 2882
2024
Q2 		– Sell
-4,912
Closed -$222K – 3298
2024
Q1 		$222K Buy
4,912
+276
+6% +$12K ﹤0.01% 2676
2023
Q4 		$213K Buy
+4,636
New +$182K ﹤0.01% 2643

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Mariner's WSFS Position: Q1 2026 in Review

Mariner increased its WSFS Financial (WSFS) stake by 39% in Q1 2026, buying an estimated $286K and bringing the position to 16,193 shares worth $1.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1923.

Mariner first reported a position in WSFS in Q4 2023 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Mariner held 16,193 shares of WSFS Financial worth $1.06M as of Q1 2026.
  • Mariner bought 4,545 WSFS Financial shares in Q1 2026, an estimated $286K.
  • WSFS Financial made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #1923 holding.
  • Mariner first reported a position in WSFS Financial in Q4 2023 and has held it in 9 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.