Ray Dalio
WSFS icon

Ray Dalio’s WSFS Financial WSFS Stock Holding History

Ray Dalio’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 		$5.85M Buy
+89,339
New +$5.63M 0.03% 386

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 $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Ray Dalio's WSFS Position: Q1 2026 in Review

Ray Dalio opened a new position in WSFS Financial (WSFS) in Q1 2026: 89,339 shares worth $5.85M. The stake represents 0.03% of the portfolio and ranks #386 among its holdings.

330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Ray Dalio held 89,339 shares of WSFS Financial worth $5.85M as of Q1 2026.
  • WSFS Financial was a new Ray Dalio position in Q1 2026.
  • WSFS Financial made up 0.03% of Ray Dalio's portfolio in Q1 2026, its #386 holding.
  • 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.