Simplex Trading
WSFS icon

Simplex Trading’s WSFS Financial WSFS Stock Holding History

Simplex Trading’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 		– Sell
-400
Closed -$22.1K – 10332
2025
Q4 		$22.1K Sell
400
-200
-33% -$10.9K ﹤0.01% 6382
2025
Q3 		$32K Buy
+600
New +$33.9K ﹤0.01% 6925
2024
Q4 		– Sell
-1,000
Closed -$50K – 9774
2024
Q3 		$50K Sell
1,000
-100
-9% -$5.18K ﹤0.01% 5889
2024
Q2 		$51K Buy
1,100
+900
+450% +$39.8K ﹤0.01% 6075
2024
Q1 		$9K Buy
+200
New +$8.7K ﹤0.01% 7715
2023
Q4 		– Sell
-9,800
Closed -$357K – 9969
2023
Q3 		$357K Buy
9,800
+9,500
+3,167% +$379K ﹤0.01% 3754
2023
Q2 		$11K Buy
+300
New +$10.7K ﹤0.01% 7352
2023
Q1 		– Sell
-200
Closed -$9K – 10270
2022
Q4 		$9K Buy
+200
New +$9.4K ﹤0.01% 7670
2022
Q3 		– Sell
-100
Closed -$4K – 11013
2022
Q2 		$4K Sell
100
-500
-83% -$20.6K ﹤0.01% 9048
2022
Q1 		$27K Buy
600
+500
+500% +$25.9K ﹤0.01% 7913
2021
Q4 		$5K Buy
+100
New +$5.24K ﹤0.01% 9578
2021
Q2 		– Sell
-24
Closed -$119K – 10796
2021
Q1 		$119K Buy
24
+10
+71% +$482 ﹤0.01% 5501
2020
Q4 		$62K Buy
14
+12
+600% +$440 ﹤0.01% 5959
2020
Q3 		$5K Sell
2
-36
-95% -$1.02K ﹤0.01% 7141
2020
Q2 		$109K Buy
38
+22
+138% +$582 ﹤0.01% 4711
2020
Q1 		$39K Sell
16
-10
-38% -$361 ﹤0.01% 5407
2019
Q4 		$114K Buy
+26
New +$1.14K ﹤0.01% 4385

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

Simplex Trading's WSFS Position: Q1 2023 in Review

Simplex Trading sold out of WSFS Financial (WSFS) in Q1 2023, closing a stake of 30 shares — an estimated $1K sold.

Simplex Trading first reported a position in WSFS in Q3 2020 and held it in 5 quarters. The position peaked at $19K in Q3 2020. 225 funds tracked by Wall St. Rank hold WSFS as of Q1 2023.

  • Simplex Trading reported no remaining WSFS Financial position as of Q1 2023 after selling out during the quarter.
  • Simplex Trading sold 30 WSFS Financial shares in Q1 2023, an estimated $1K.
  • Simplex Trading first reported a position in WSFS Financial in Q3 2020 and held it in 5 quarters.
  • Simplex Trading's WSFS Financial position peaked at $19K in Q3 2020.
  • 225 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2023.

Based on Simplex Trading's 13F filing for Q1 2023, filed 27 Apr 2023.