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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Marshall Wace's WSFS Position: Q1 2026 in Review

Marshall Wace opened a new position in WSFS Financial (WSFS) in Q1 2026: 10,700 shares worth $700K. The stake represents ﹤0.01% of the portfolio and ranks #2304 among its holdings. This is a return to the name: Marshall Wace previously reported a position in WSFS as recently as Q2 2020.

Marshall Wace first reported a position in WSFS in Q1 2018 and has held it in 6 quarters since. The position peaked at $12.8M in Q4 2018. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Marshall Wace held 10,700 shares of WSFS Financial worth $700K as of Q1 2026.
WSFS Financial was a new Marshall Wace position in Q1 2026.
WSFS Financial made up ﹤0.01% of Marshall Wace's portfolio in Q1 2026, its #2304 holding.
Marshall Wace first reported a position in WSFS Financial in Q1 2018 and has held it in 6 quarters since.
Marshall Wace's WSFS Financial position peaked at $12.8M in Q4 2018.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Marshall Wace's 13F filing for Q1 2026, filed 15 May 2026.