Rafferty Asset Management
WSFS icon

Rafferty Asset Management’s WSFS Financial WSFS Stock Holding History

Rafferty 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
2026
Q2 		$2.52M Sell
32,841
-10,136
-24% -$726K 0.01% 585
2026
Q1 		$2.81M Sell
42,977
-4,979
-10% -$314K 0.01% 530
2025
Q4 		$2.65M Sell
47,956
-14,689
-23% -$804K 0.01% 598
2025
Q3 		$3.38M Buy
62,645
+7,395
+13% +$418K 0.01% 522
2025
Q2 		$3.04M Buy
55,250
+11,930
+28% +$620K 0.01% 499
2025
Q1 		$2.25M Sell
43,320
-8,361
-16% -$450K 0.01% 547
2024
Q4 		$2.75M Sell
51,681
-3,098
-6% -$169K 0.01% 554
2024
Q3 		$2.79M Sell
54,779
-21,518
-28% -$1.12M 0.01% 556
2024
Q2 		$3.59M Buy
76,297
+6,727
+10% +$298K 0.01% 488
2024
Q1 		$3.14M Buy
69,570
+10,633
+18% +$463K 0.01% 567
2023
Q4 		$2.71M Buy
58,937
+23,621
+67% +$927K 0.01% 587
2023
Q3 		$1.29M Sell
35,316
-17,662
-33% -$704K 0.01% 726
2023
Q2 		$2M Buy
52,978
+20,472
+63% +$728K 0.01% 644
2023
Q1 		$1.22M Buy
+32,506
New +$1.49M 0.01% 750

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Rafferty Asset Management's WSFS Position: Q2 2026 in Review

Rafferty Asset Management reduced its WSFS Financial (WSFS) stake by 24% in Q2 2026, selling an estimated $726K and leaving 32,841 shares worth $2.52M. The position accounts for 0.01% of the portfolio, ranked #585.

Rafferty Asset Management first reported a position in WSFS in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.59M in Q2 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Rafferty Asset Management held 32,841 shares of WSFS Financial worth $2.52M as of Q2 2026.
  • Rafferty Asset Management sold 10,136 WSFS Financial shares in Q2 2026, an estimated $726K.
  • WSFS Financial made up 0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #585 holding.
  • Rafferty Asset Management first reported a position in WSFS Financial in Q1 2023 and has held it in 14 quarters since.
  • Rafferty Asset Management's WSFS Financial position peaked at $3.59M in Q2 2024.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.