Martingale Asset Management
WSFS icon

Martingale Asset Management’s WSFS Financial WSFS Stock Holding History

Martingale Asset 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
2026
Q3 		$4M Buy
+52,900
New +$4.19M 0.1% 213
2021
Q3 		– Sell
-4,416
Closed -$206K – 939
2021
Q2 		$206K Sell
4,416
-10,600
-71% -$540K ﹤0.01% 801
2021
Q1 		$749K Sell
15,016
-13,917
-48% -$670K 0.01% 500
2020
Q4 		$1.3M Sell
28,933
-23,701
-45% -$869K 0.01% 385
2020
Q3 		$1.42M Sell
52,634
-20,100
-28% -$567K 0.02% 519
2020
Q2 		$2.09M Buy
72,734
+1,092
+2% +$28.9K 0.02% 518
2020
Q1 		$1.79M Buy
71,642
+50,442
+238% +$1.82M 0.02% 512
2019
Q4 		$933K Buy
+21,200
New +$927K 0.01% 777
2017
Q2 		– Sell
-8,900
Closed -$409K – 999
2017
Q1 		$409K Hold
8,900
– – 0.01% 840
2016
Q4 		$413K Buy
+8,900
New +$358K 0.01% 855
2016
Q3 		– Sell
-7,700
Closed -$248K – 992
2016
Q2 		$248K Sell
7,700
-15,423
-67% -$525K ﹤0.01% 778
2016
Q1 		$752K Sell
23,123
-22,668
-50% -$685K 0.01% 572
2015
Q4 		$1.48M Buy
45,791
+21,936
+92% +$701K 0.03% 373
2015
Q3 		$688K Sell
23,855
-28,019
-54% -$788K 0.02% 580
2015
Q2 		$1.42M Sell
51,874
-25,262
-33% -$642K 0.03% 398
2015
Q1 		$1.95M Buy
77,136
+1,650
+2% +$42.1K 0.05% 339
2014
Q4 		$1.94M Buy
75,486
+5,715
+8% +$144K 0.05% 336
2014
Q3 		$1.67M Buy
69,771
+27,753
+66% +$671K 0.05% 333
2014
Q2 		$1.03M Sell
42,018
-2,403
-5% -$55.8K 0.03% 512
2014
Q1 		$1.06M Sell
44,421
-21,003
-32% -$506K 0.04% 475
2013
Q4 		$1.69M Buy
65,424
+438
+0.7% +$10.2K 0.06% 370
2013
Q3 		$1.31M Hold
64,986
– – 0.05% 412
2013
Q2 		$1.14M Buy
+64,986
New +$1.08M 0.04% 436

Other funds holding WSFS

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Martingale Asset Management's WSFS Position: Q3 2026 in Review

Martingale Asset Management opened a new position in WSFS Financial (WSFS) in Q3 2026: 52,900 shares worth $4M. The stake represents 0.1% of the portfolio and ranks #213 among its holdings. This is a return to the name: Martingale Asset Management previously reported a position in WSFS as recently as Q2 2021.

Martingale Asset Management first reported a position in WSFS in Q2 2013 and has held it in 23 quarters since. 290 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Martingale Asset Management held 52,900 shares of WSFS Financial worth $4M as of Q3 2026.
  • WSFS Financial was a new Martingale Asset Management position in Q3 2026.
  • WSFS Financial made up 0.1% of Martingale Asset Management's portfolio in Q3 2026, its #213 holding.
  • Martingale Asset Management first reported a position in WSFS Financial in Q2 2013 and has held it in 23 quarters since.
  • 290 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Martingale Asset Management's 13F filing for Q3 2026, filed 12 Nov 2026.