Squarepoint
WSFS icon

Squarepoint’s WSFS Financial WSFS Stock Holding History

Squarepoint’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
-4,106
Closed -$221K – 4976
2025
Q3 		$221K Sell
4,106
-14,591
-78% -$824K ﹤0.01% 3876
2025
Q2 		$1.03M Buy
+18,697
New +$971K ﹤0.01% 2631
2024
Q3 		– Sell
-23,763
Closed -$1.12M – 4764
2024
Q2 		$1.12M Buy
23,763
+17,254
+265% +$764K ﹤0.01% 2481
2024
Q1 		$294K Sell
6,509
-38,819
-86% -$1.69M ﹤0.01% 3403
2023
Q4 		$2.08M Buy
45,328
+14,646
+48% +$575K ﹤0.01% 1966
2023
Q3 		$1.12M Sell
30,682
-4,525
-13% -$180K ﹤0.01% 2242
2023
Q2 		$1.33M Sell
35,207
-2,593
-7% -$92.2K ﹤0.01% 1951
2023
Q1 		$1.42M Buy
+37,800
New +$1.74M 0.01% 1653
2022
Q4 		– Sell
-7,834
Closed -$364K – 3649
2022
Q3 		$364K Buy
7,834
+1,707
+28% +$79.8K ﹤0.01% 2380
2022
Q2 		$246K Sell
6,127
-54,343
-90% -$2.24M ﹤0.01% 2373
2022
Q1 		$2.82M Buy
60,470
+53,608
+781% +$2.78M 0.01% 950
2021
Q4 		$344K Buy
+6,862
New +$359K ﹤0.01% 2375
2021
Q3 		– Sell
-32,559
Closed -$1.52M – 3483
2021
Q2 		$1.52M Buy
+32,559
New +$1.66M 0.01% 1347
2019
Q2 		– Sell
-9,378
Closed -$362K – 2713
2019
Q1 		$362K Sell
9,378
-590
-6% -$24.5K ﹤0.01% 1655
2018
Q4 		$378K Buy
9,968
+5,668
+132% +$239K ﹤0.01% 1396
2018
Q3 		$203K Buy
+4,300
New +$221K ﹤0.01% 1766
2017
Q1 		– Sell
-9,770
Closed -$453K – 1948
2016
Q4 		$453K Buy
+9,770
New +$393K 0.02% 893

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Squarepoint's WSFS Position: Q4 2025 in Review

Squarepoint sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 4,106 shares — an estimated $221K sold.

Squarepoint first reported a position in WSFS in Q4 2016 and held it in 17 quarters. The position peaked at $2.82M in Q1 2022. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Squarepoint reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Squarepoint sold 4,106 WSFS Financial shares in Q4 2025, an estimated $221K.
  • Squarepoint first reported a position in WSFS Financial in Q4 2016 and held it in 17 quarters.
  • Squarepoint's WSFS Financial position peaked at $2.82M in Q1 2022.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Squarepoint's 13F filing for Q4 2025, filed 13 Feb 2026.