Marshall Wace’s WSFS Financial WSFS Stock Holding History

Marshall Wace’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	$476K	Sell	6,200 -4,500	-42%	-$323K	﹤0.01%	2545
2026 Q1	$700K	Buy	+10,700	New	+$674K	﹤0.01%	2304
2020 Q3	–	Sell	-37,861	Closed	-$1.09M	–	1968
2020 Q2	$1.09M	Buy	+37,861	New	+$1M	0.01%	973
2019 Q2	–	Sell	-238,610	Closed	-$9.21M	–	1894
2019 Q1	$9.21M	Sell	238,610 -98,617	-29%	-$4.1M	0.09%	282
2018 Q4	$12.8M	Buy	337,227 +174,056	+107%	+$7.33M	0.13%	189
2018 Q3	$7.69M	Buy	+163,171	New	+$8.4M	0.07%	362
2018 Q2	–	Sell	-10,600	Closed	-$508K	–	853
2018 Q1	$508K	Buy	+10,600	New	+$524K	0.02%	356

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Marshall Wace's WSFS Position: Q2 2026 in Review

Marshall Wace reduced its WSFS Financial (WSFS) stake by 42% in Q2 2026, selling an estimated $323K and leaving 6,200 shares worth $476K. The position accounts for ﹤0.01% of the portfolio, ranked #2545.

Marshall Wace first reported a position in WSFS in Q1 2018 and has held it in 7 quarters since. The position peaked at $12.8M in Q4 2018. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Marshall Wace held 6,200 shares of WSFS Financial worth $476K as of Q2 2026.
Marshall Wace sold 4,500 WSFS Financial shares in Q2 2026, an estimated $323K.
WSFS Financial made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #2545 holding.
Marshall Wace first reported a position in WSFS Financial in Q1 2018 and has held it in 7 quarters since.
Marshall Wace's WSFS Financial position peaked at $12.8M in Q4 2018.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

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