Profund Advisors
WSFS icon

Profund Advisors’s WSFS Financial WSFS Stock Holding History

Profund Advisors’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 		$269K Sell
3,556
-516
-13% -$40.8K 0.01% 811
2026
Q2 		$312K Sell
4,072
-57
-1% -$4.08K 0.01% 775
2026
Q1 		$270K Sell
4,129
-2,452
-37% -$155K 0.01% 816
2025
Q4 		$364K Buy
6,581
+2,108
+47% +$115K 0.01% 744
2025
Q3 		$241K Sell
4,473
-289
-6% -$16.3K 0.01% 870
2025
Q2 		$262K Sell
4,762
-196
-4% -$10.2K 0.01% 765
2025
Q1 		$257K Sell
4,958
-3,389
-41% -$182K 0.01% 766
2024
Q4 		$443K Buy
8,347
+2,588
+45% +$141K 0.02% 578
2024
Q3 		$294K Buy
5,759
+486
+9% +$25.2K 0.01% 811
2024
Q2 		$248K Buy
5,273
+452
+9% +$20K 0.01% 843
2024
Q1 		$218K Sell
4,821
-284
-6% -$12.4K 0.01% 1037
2023
Q4 		$234K Buy
+5,105
New +$200K 0.01% 929
2023
Q2 		– Sell
-5,799
Closed -$218K – 1144
2023
Q1 		$218K Buy
5,799
+948
+20% +$43.5K 0.01% 949
2022
Q4 		$220K Sell
4,851
-51
-1% -$2.4K 0.01% 843
2022
Q3 		$228K Sell
4,902
-606
-11% -$28.3K 0.02% 744
2022
Q2 		$221K Sell
5,508
-1,962
-26% -$80.7K 0.01% 852
2022
Q1 		$348K Buy
7,470
+742
+11% +$38.5K 0.01% 812
2021
Q4 		$337K Buy
6,728
+1,648
+32% +$86.3K 0.01% 901
2021
Q3 		$261K Sell
5,080
-1,384
-21% -$62.2K 0.01% 1063
2021
Q2 		$302K Buy
6,464
+348
+6% +$17.7K 0.01% 1059
2021
Q1 		$305K Buy
+6,116
New +$295K 0.01% 958

Other funds holding WSFS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Profund Advisors's WSFS Position: Q3 2026 in Review

Profund Advisors reduced its WSFS Financial (WSFS) stake by 13% in Q3 2026, selling an estimated $40.8K and leaving 3,556 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #811.

Profund Advisors first reported a position in WSFS in Q1 2021 and has held it in 21 quarters since. The position peaked at $443K in Q4 2024. 213 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Profund Advisors held 3,556 shares of WSFS Financial worth $269K as of Q3 2026.
  • Profund Advisors sold 516 WSFS Financial shares in Q3 2026, an estimated $40.8K.
  • WSFS Financial made up 0.01% of Profund Advisors's portfolio in Q3 2026, its #811 holding.
  • Profund Advisors first reported a position in WSFS Financial in Q1 2021 and has held it in 21 quarters since.
  • Profund Advisors's WSFS Financial position peaked at $443K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Profund Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.