Paloma Partners’s WSFS Financial WSFS Stock Holding History

Paloma Partners’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
2024 Q4	–	Sell	-7,185	Closed	-$366K	–	1103
2024 Q3	$366K	Buy	+7,185	New	+$372K	0.01%	733
2021 Q3	–	Sell	-12,349	Closed	-$575K	–	1956
2021 Q2	$575K	Buy	12,349 +616	+5%	+$31.4K	0.01%	932
2021 Q1	$584K	Buy	+11,733	New	+$565K	0.01%	1019
2020 Q4	–	Sell	-10,845	Closed	-$292K	–	2298
2020 Q3	$292K	Sell	10,845 -1,794	-14%	-$50.6K	0.01%	1502
2020 Q2	$363K	Buy	+12,639	New	+$335K	0.01%	1385
2020 Q1	–	Sell	-17,530	Closed	-$771K	–	2165
2019 Q4	$771K	Buy	+17,530	New	+$766K	0.01%	1116
2016 Q3	–	Sell	-8,874	Closed	-$286K	–	2161
2016 Q2	$286K	Buy	+8,874	New	+$302K	﹤0.01%	1788

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

Paloma Partners's WSFS Position: Q4 2024 in Review

Paloma Partners sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 7,185 shares — an estimated $366K sold.

Paloma Partners first reported a position in WSFS in Q2 2016 and held it in 7 quarters. The position peaked at $771K in Q4 2019. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

Paloma Partners reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
Paloma Partners sold 7,185 WSFS Financial shares in Q4 2024, an estimated $366K.
Paloma Partners first reported a position in WSFS Financial in Q2 2016 and held it in 7 quarters.
Paloma Partners's WSFS Financial position peaked at $771K in Q4 2019.
250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Paloma Partners's 13F filing for Q4 2024, filed 14 Feb 2025.