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
2025 Q4	–	Sell	-100	Closed	-$5K	–	10277
2025 Q3	$5K	Buy	+100	New	+$5.65K	﹤0.01%	8359
2022 Q1	–	Sell	-100	Closed	-$5K	–	11520
2021 Q4	$5K	Buy	+100	New	+$5.24K	﹤0.01%	9579
2020 Q4	–	Sell	-6	Closed	-$16K	–	9182
2020 Q3	$16K	Buy	+6	New	+$169	﹤0.01%	6527
2020 Q2	–	Sell	-7	Closed	-$17K	–	8479
2020 Q1	$17K	Hold	7	–	–	﹤0.01%	6101
2019 Q4	$30K	Buy	+7	New	+$306	﹤0.01%	5662

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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.