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 Q2	$12.2M	Buy	158,444 +69,105	+77%	+$4.95M	0.05%	298
2026 Q1	$5.85M	Buy	+89,339	New	+$5.63M	0.03%	386

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Ray Dalio's WSFS Position: Q2 2026 in Review

Ray Dalio increased its WSFS Financial (WSFS) stake by 77% in Q2 2026, buying an estimated $4.95M and bringing the position to 158,444 shares worth $12.2M. The position accounts for 0.05% of the portfolio, ranked #298.

Ray Dalio first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Ray Dalio held 158,444 shares of WSFS Financial worth $12.2M as of Q2 2026.
Ray Dalio bought 69,105 WSFS Financial shares in Q2 2026, an estimated $4.95M.
WSFS Financial made up 0.05% of Ray Dalio's portfolio in Q2 2026, its #298 holding.
Ray Dalio first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.