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
2026
Q3 		$666K Buy
8,815
+4,860
+123% +$385K ﹤0.01% 3145
2026
Q2 		$303K Buy
+3,955
New +$283K ﹤0.01% 3796
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Squarepoint's WSFS Position: Q3 2026 in Review

Squarepoint increased its WSFS Financial (WSFS) stake by 123% in Q3 2026, buying an estimated $385K and bringing the position to 8,815 shares worth $666K. The position accounts for ﹤0.01% of the portfolio, ranked #3145.

Squarepoint first reported a position in WSFS in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.82M in Q1 2022. 239 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Squarepoint held 8,815 shares of WSFS Financial worth $666K as of Q3 2026.
  • Squarepoint bought 4,860 WSFS Financial shares in Q3 2026, an estimated $385K.
  • WSFS Financial made up ﹤0.01% of Squarepoint's portfolio in Q3 2026, its #3145 holding.
  • Squarepoint first reported a position in WSFS Financial in Q4 2016 and has held it in 19 quarters since.
  • Squarepoint's WSFS Financial position peaked at $2.82M in Q1 2022.
  • 239 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Squarepoint's 13F filing for Q3 2026, filed 9 Nov 2026.