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
Q2 		$1.2M Sell
15,680
-513
-3% -$36.8K ﹤0.01% 1806
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mariner's WSFS Position: Q2 2026 in Review

Mariner reduced its WSFS Financial (WSFS) stake by 3.2% in Q2 2026, selling an estimated $36.8K and leaving 15,680 shares worth $1.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1806.

Mariner first reported a position in WSFS in Q4 2023 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Mariner held 15,680 shares of WSFS Financial worth $1.2M as of Q2 2026.
  • Mariner sold 513 WSFS Financial shares in Q2 2026, an estimated $36.8K.
  • WSFS Financial made up ﹤0.01% of Mariner's portfolio in Q2 2026, its #1806 holding.
  • Mariner first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Mariner's 13F filing for Q2 2026, filed 13 Aug 2026.