Rockefeller Capital Management
WSFS icon

Rockefeller Capital Management’s WSFS Financial WSFS Stock Holding History

Rockefeller Capital 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 		$70.4K Buy
1,075
+524
+95% +$33K ﹤0.01% 3073
2025
Q4 		$30.5K Sell
551
-119
-18% -$6.51K ﹤0.01% 3305
2025
Q3 		$36.2K Buy
+670
New +$37.8K ﹤0.01% 3073
2023
Q1 		– Sell
-302
Closed -$13K – 3901
2022
Q4 		$13K Sell
302
-105
-26% -$4.94K ﹤0.01% 2981
2022
Q3 		$18K Sell
407
-160
-28% -$7.48K ﹤0.01% 2831
2022
Q2 		$22K Sell
567
-30
-5% -$1.24K ﹤0.01% 2699
2022
Q1 		$27K Buy
597
+257
+76% +$13.3K ﹤0.01% 2601
2021
Q4 		$17K Buy
340
+267
+366% +$14K ﹤0.01% 2728
2021
Q3 		$3K Hold
73
– – ﹤0.01% 3373
2021
Q2 		$3K Sell
73
-67
-48% -$3.41K ﹤0.01% 3202
2021
Q1 		$6K Buy
140
+32
+30% +$1.54K ﹤0.01% 2863
2020
Q4 		$4K Buy
108
+71
+192% +$2.6K ﹤0.01% 2520
2020
Q3 		$0 Buy
+37
New +$1.04K ﹤0.01% 2827

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

Rockefeller Capital Management's WSFS Position: Q1 2026 in Review

Rockefeller Capital Management increased its WSFS Financial (WSFS) stake by 95% in Q1 2026, buying an estimated $33K and bringing the position to 1,075 shares worth $70.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3073.

Rockefeller Capital Management first reported a position in WSFS in Q3 2020 and has held it in 13 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Rockefeller Capital Management held 1,075 shares of WSFS Financial worth $70.4K as of Q1 2026.
  • Rockefeller Capital Management bought 524 WSFS Financial shares in Q1 2026, an estimated $33K.
  • WSFS Financial made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3073 holding.
  • Rockefeller Capital Management first reported a position in WSFS Financial in Q3 2020 and has held it in 13 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.