MML Investors Services
WSFS icon

MML Investors Services’s WSFS Financial WSFS Stock Holding History

MML Investors Services’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
2025
Q3 		– Sell
-4,101
Closed -$226K – 3001
2025
Q2 		$226K Sell
4,101
-2,068
-34% -$107K ﹤0.01% 2608
2025
Q1 		$320K Sell
6,169
-45
-0.7% -$2.42K ﹤0.01% 2274
2024
Q4 		$330K Sell
6,214
-206
-3% -$11.2K ﹤0.01% 2199
2024
Q3 		$327K Sell
6,420
-21
-0.3% -$1.09K ﹤0.01% 2114
2024
Q2 		$303K Sell
6,441
-885
-12% -$39.2K ﹤0.01% 2080
2024
Q1 		$331K Sell
7,326
-1,218
-14% -$53K ﹤0.01% 2042
2023
Q4 		$392K Buy
8,544
+549
+7% +$21.5K ﹤0.01% 1896
2023
Q3 		$292K Buy
7,995
+15
+0.2% +$598 ﹤0.01% 1939
2023
Q2 		$301K Buy
7,980
+974
+14% +$34.6K ﹤0.01% 1940
2023
Q1 		$263K Buy
7,006
+1,252
+22% +$57.5K ﹤0.01% 1759
2022
Q4 		$261K Sell
5,754
-49
-0.8% -$2.3K ﹤0.01% 1869
2022
Q3 		$270K Buy
5,803
+277
+5% +$12.9K ﹤0.01% 1748
2022
Q2 		$222K Buy
5,526
+113
+2% +$4.65K ﹤0.01% 1849
2022
Q1 		$252K Buy
+5,413
New +$281K ﹤0.01% 1825

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MML Investors Services's WSFS Position: Q3 2025 in Review

MML Investors Services sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 4,101 shares — an estimated $226K sold.

MML Investors Services first reported a position in WSFS in Q1 2022 and held it in 14 quarters. The position peaked at $392K in Q4 2023. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • MML Investors Services reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • MML Investors Services sold 4,101 WSFS Financial shares in Q3 2025, an estimated $226K.
  • MML Investors Services first reported a position in WSFS Financial in Q1 2022 and held it in 14 quarters.
  • MML Investors Services's WSFS Financial position peaked at $392K in Q4 2023.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on MML Investors Services's 13F filing for Q3 2025, filed 14 Nov 2025.