RhumbLine Advisers’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.75M | Sell |
148,954
-2,424
| -2% | -$153K | 0.01% | 1074 |
|
|
2025
Q4 | $8.36M | Sell |
151,378
-13,005
| -8% | -$712K | 0.01% | 1145 |
|
|
2025
Q3 | $8.87M | Sell |
164,383
-4,101
| -2% | -$232K | 0.01% | 1129 |
|
|
2025
Q2 | $9.27M | Sell |
168,484
-28
| -0% | -$1.45K | 0.01% | 1086 |
|
|
2025
Q1 | $8.74M | Sell |
168,512
-8,411
| -5% | -$453K | 0.01% | 1081 |
|
|
2024
Q4 | $9.4M | Sell |
176,923
-1,481
| -0.8% | -$80.6K | 0.01% | 1086 |
|
|
2024
Q3 | $9.1M | Sell |
178,404
-9,853
| -5% | -$511K | 0.01% | 1113 |
|
|
2024
Q2 | $8.85M | Sell |
188,257
-2,593
| -1% | -$115K | 0.01% | 1087 |
|
|
2024
Q1 | $8.61M | Sell |
190,850
-1,322
| -0.7% | -$57.5K | 0.01% | 1127 |
|
|
2023
Q4 | $8.83M | Sell |
192,172
-7,910
| -4% | -$310K | 0.01% | 1124 |
|
|
2023
Q3 | $7.3M | Sell |
200,082
-1,101
| -0.5% | -$43.9K | 0.01% | 1141 |
|
|
2023
Q2 | $7.59M | Sell |
201,183
-3,565
| -2% | -$127K | 0.01% | 1150 |
|
|
2023
Q1 | $7.7M | Buy |
204,748
+10,425
| +5% | +$479K | 0.01% | 1096 |
|
|
2022
Q4 | $8.81M | Buy |
194,323
+753
| +0.4% | +$35.4K | 0.01% | 1007 |
|
|
2022
Q3 | $8.99M | Buy |
193,570
+4,361
| +2% | +$204K | 0.01% | 942 |
|
|
2022
Q2 | $7.58M | Buy |
189,209
+7,826
| +4% | +$322K | 0.01% | 1045 |
|
|
2022
Q1 | $8.46M | Buy |
181,383
+28,035
| +18% | +$1.45M | 0.01% | 1034 |
|
|
2021
Q4 | $7.69M | Buy |
153,348
+19,276
| +14% | +$1.01M | 0.01% | 1130 |
|
|
2021
Q3 | $6.88M | Sell |
134,072
-18,326
| -12% | -$824K | 0.01% | 1160 |
|
|
2021
Q2 | $7.1M | Sell |
152,398
-7,208
| -5% | -$367K | 0.01% | 1222 |
|
|
2021
Q1 | $7.95M | Buy |
159,606
+76,626
| +92% | +$3.69M | 0.01% | 1141 |
|
|
2020
Q4 | $3.72M | Buy |
82,980
+3,719
| +5% | +$136K | 0.01% | 1528 |
|
|
2020
Q3 | $2.14M | Sell |
79,261
-13,486
| -15% | -$381K | ﹤0.01% | 1646 |
|
|
2020
Q2 | $2.66M | Sell |
92,747
-732
| -0.8% | -$19.4K | ﹤0.01% | 1571 |
|
|
2020
Q1 | $2.33M | Buy |
93,479
+6,293
| +7% | +$227K | ﹤0.01% | 1468 |
|
|
2019
Q4 | $3.83M | Buy |
87,186
+2,457
| +3% | +$107K | 0.01% | 1423 |
|
|
2019
Q3 | $3.74M | Buy |
84,729
+5,854
| +7% | +$246K | 0.01% | 1351 |
|
|
2019
Q2 | $3.26M | Buy |
78,875
+3,419
| +5% | +$142K | 0.01% | 1440 |
|
|
2019
Q1 | $2.91M | Buy |
75,456
+30,944
| +70% | +$1.29M | 0.01% | 1491 |
|
|
2018
Q4 | $1.69M | Buy |
44,512
+12,879
| +41% | +$542K | ﹤0.01% | 1751 |
|
|
2018
Q3 | $1.49M | Sell |
31,633
-2,941
| -9% | -$151K | ﹤0.01% | 1818 |
|
|
2018
Q2 | $1.84M | Buy |
34,574
+710
| +2% | +$36.8K | ﹤0.01% | 1717 |
|
|
2018
Q1 | $1.62M | Sell |
33,864
-935
| -3% | -$46.2K | ﹤0.01% | 1716 |
|
|
2017
Q4 | $1.67M | Sell |
34,799
-5,400
| -13% | -$266K | ﹤0.01% | 1724 |
|
|
2017
Q3 | $1.96M | Buy |
40,199
+385
| +1% | +$17.4K | ﹤0.01% | 1634 |
|
|
2017
Q2 | $1.81M | Buy |
39,814
+86
| +0.2% | +$3.93K | ﹤0.01% | 1644 |
|
|
2017
Q1 | $1.83M | Buy |
39,728
+1,590
| +4% | +$72.2K | ﹤0.01% | 1609 |
|
|
2016
Q4 | $1.77M | Sell |
38,138
-2,036
| -5% | -$81.9K | ﹤0.01% | 1522 |
|
|
2016
Q3 | $1.47M | Buy |
40,174
+200
| +0.5% | +$7.21K | ﹤0.01% | 1604 |
|
|
2016
Q2 | $1.29M | Sell |
39,974
-10,051
| -20% | -$342K | ﹤0.01% | 1631 |
|
|
2016
Q1 | $1.63M | Buy |
50,025
+4,765
| +11% | +$144K | 0.01% | 1511 |
|
|
2015
Q4 | $1.47M | Buy |
45,260
+2,756
| +6% | +$88K | ﹤0.01% | 1551 |
|
|
2015
Q3 | $1.23M | Buy |
42,504
+2,234
| +6% | +$62.8K | ﹤0.01% | 1651 |
|
|
2015
Q2 | $1.1M | Sell |
40,270
-1,370
| -3% | -$34.8K | ﹤0.01% | 1798 |
|
|
2015
Q1 | $1.05M | Buy |
41,640
+2,700
| +7% | +$68.9K | ﹤0.01% | 1830 |
|
|
2014
Q4 | $998K | Buy |
38,940
+3,075
| +9% | +$77.6K | ﹤0.01% | 1817 |
|
|
2014
Q3 | $856K | Hold |
35,865
| – | – | ﹤0.01% | 1862 |
|
|
2014
Q2 | $881K | Buy |
35,865
+1,350
| +4% | +$31.3K | ﹤0.01% | 1911 |
|
|
2014
Q1 | $822K | Sell |
34,515
-1,050
| -3% | -$25.3K | ﹤0.01% | 1920 |
|
|
2013
Q4 | $919K | Sell |
35,565
-2,400
| -6% | -$56.1K | ﹤0.01% | 1873 |
|
|
2013
Q3 | $762K | Sell |
37,965
-216
| -0.6% | -$4.32K | ﹤0.01% | 1953 |
|
|
2013
Q2 | $667K | Buy |
+38,181
| New | +$634K | ﹤0.01% | 2047 |
|
Other funds holding WSFS
VPM
VCM
NAMI
RhumbLine Advisers's WSFS Position: Q1 2026 in Review
RhumbLine Advisers reduced its WSFS Financial (WSFS) stake by 1.6% in Q1 2026, selling an estimated $153K and leaving 148,954 shares worth $9.75M. The position accounts for 0.01% of the portfolio, ranked #1074.
RhumbLine Advisers first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- RhumbLine Advisers held 148,954 shares of WSFS Financial worth $9.75M as of Q1 2026.
- RhumbLine Advisers sold 2,424 WSFS Financial shares in Q1 2026, an estimated $153K.
- WSFS Financial made up 0.01% of RhumbLine Advisers's portfolio in Q1 2026, its #1074 holding.
- RhumbLine Advisers first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on RhumbLine Advisers's 13F filing for Q1 2026, filed 12 May 2026.