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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rafferty Asset Management's WSFS Position: Q1 2026 in Review

Rafferty Asset Management reduced its WSFS Financial (WSFS) stake by 10% in Q1 2026, selling an estimated $314K and leaving 42,977 shares worth $2.81M. The position accounts for 0.01% of the portfolio, ranked #530.

Rafferty Asset Management first reported a position in WSFS in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.59M in Q2 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Rafferty Asset Management held 42,977 shares of WSFS Financial worth $2.81M as of Q1 2026.
  • Rafferty Asset Management sold 4,979 WSFS Financial shares in Q1 2026, an estimated $314K.
  • WSFS Financial made up 0.01% of Rafferty Asset Management's portfolio in Q1 2026, its #530 holding.
  • Rafferty Asset Management first reported a position in WSFS Financial in Q1 2023 and has held it in 13 quarters since.
  • Rafferty Asset Management's WSFS Financial position peaked at $3.59M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.