North Star Asset Management’s WSFS Financial WSFS Stock Holding History

North Star 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
2025 Q1	–	Sell	-4,828	Closed	-$257K	–	330
2024 Q4	$257K	Sell	4,828 -553	-10%	-$30.1K	0.01%	280
2024 Q3	$274K	Sell	5,381 -1,870	-26%	-$96.9K	0.01%	270
2024 Q2	$341K	Sell	7,251 -4,904	-40%	-$217K	0.02%	243
2024 Q1	$549K	Sell	12,155 -4,635	-28%	-$202K	0.03%	209
2023 Q4	$771K	Sell	16,790 -14,311	-46%	-$561K	0.04%	177
2023 Q3	$1.14M	Sell	31,101 -24,098	-44%	-$961K	0.07%	160
2023 Q2	$2.08M	Sell	55,199 -46,305	-46%	-$1.65M	0.11%	128
2023 Q1	$3.82M	Sell	101,504 -75,923	-43%	-$3.49M	0.22%	99
2022 Q4	$8.04M	Sell	177,427 -9,154	-5%	-$430K	0.5%	70
2022 Q3	$8.67M	Sell	186,581 -4,696	-2%	-$219K	0.59%	60
2022 Q2	$7.67M	Sell	191,277 -2,741	-1%	-$113K	0.51%	68
2022 Q1	$9.04M	Buy	+194,018	New	+$10.1M	0.5%	67

Other funds holding WSFS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

North Star Asset Management's WSFS Position: Q1 2025 in Review

North Star Asset Management sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 4,828 shares — an estimated $257K sold.

North Star Asset Management first reported a position in WSFS in Q1 2022 and held it in 12 quarters. The position peaked at $9.04M in Q1 2022. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

North Star Asset Management reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
North Star Asset Management sold 4,828 WSFS Financial shares in Q1 2025, an estimated $257K.
North Star Asset Management first reported a position in WSFS Financial in Q1 2022 and held it in 12 quarters.
North Star Asset Management's WSFS Financial position peaked at $9.04M in Q1 2022.
263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on North Star Asset Management's 13F filing for Q1 2025, filed 8 May 2025.