Prelude Capital Management’s WSFS Financial WSFS Stock Holding History

Prelude Capital 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
2024 Q3	–	Sell	-4,365	Closed	-$205K	–	1575
2024 Q2	$205K	Sell	4,365 -3,778	-46%	-$167K	0.01%	994
2024 Q1	$368K	Buy	+8,143	New	+$354K	0.02%	790
2023 Q4	–	Sell	-8,927	Closed	-$326K	–	1381
2023 Q3	$326K	Buy	+8,927	New	+$356K	0.02%	630
2021 Q2	–	Sell	-26,008	Closed	-$1.29M	–	2013
2021 Q1	$1.29M	Buy	+26,008	New	+$1.25M	0.03%	505
2019 Q2	–	Sell	-204	Closed	-$8K	–	2194
2019 Q1	$8K	Buy	+204	New	+$8.48K	﹤0.01%	1553
2016 Q1	–	Sell	-2,363	Closed	-$76K	–	1555
2015 Q4	$76K	Buy	+2,363	New	+$75.5K	0.01%	915
2013 Q4	–	Sell	-420	Closed	-$8K	–	1953
2013 Q3	$8K	Buy	+420	New	+$8.41K	﹤0.01%	1346

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prelude Capital Management's WSFS Position: Q3 2024 in Review

Prelude Capital Management sold out of WSFS Financial (WSFS) in Q3 2024, closing a stake of 4,365 shares — an estimated $205K sold.

Prelude Capital Management first reported a position in WSFS in Q3 2013 and held it in 7 quarters. The position peaked at $1.29M in Q1 2021. 264 funds tracked by Wall St. Rank hold WSFS as of Q3 2024.

Prelude Capital Management reported no remaining WSFS Financial position as of Q3 2024 after selling out during the quarter.
Prelude Capital Management sold 4,365 WSFS Financial shares in Q3 2024, an estimated $205K.
Prelude Capital Management first reported a position in WSFS Financial in Q3 2013 and held it in 7 quarters.
Prelude Capital Management's WSFS Financial position peaked at $1.29M in Q1 2021.
264 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2024.

Based on Prelude Capital Management's 13F filing for Q3 2024, filed 14 Nov 2024.