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T. Rowe Price Investment Management’s
WSFS Financial
WSFS
Stock Holding History
T. Rowe Price Investment 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
$59.5M
Sell
908,558
-25,386
-3%
-$1.6M
0.04%
323
2025
Q4
$51.6M
Sell
933,944
-308,164
-25%
-$16.9M
0.03%
360
2025
Q3
$67M
Sell
1,242,108
-261,942
-17%
-$14.8M
0.04%
335
2025
Q2
$82.7M
Sell
1,504,050
-816,716
-35%
-$42.4M
0.05%
312
2025
Q1
$120M
Buy
2,320,766
+7,591
+0.3%
+$409K
0.08%
242
2024
Q4
$123M
Buy
2,313,175
+19,895
+0.9%
+$1.08M
0.08%
251
2024
Q3
$117M
Sell
2,293,280
-57,589
-2%
-$2.98M
0.07%
269
2024
Q2
$110M
Sell
2,350,869
-21,136
-0.9%
-$936K
0.07%
270
2024
Q1
$107M
Sell
2,372,005
-94,063
-4%
-$4.09M
0.07%
282
2023
Q4
$113M
Sell
2,466,068
-48,672
-2%
-$1.91M
0.07%
258
2023
Q3
$91.8M
Sell
2,514,740
-217,372
-8%
-$8.67M
0.06%
273
2023
Q2
$103M
Buy
2,732,112
+225,708
+9%
+$8.02M
0.07%
265
2023
Q1
$94.3M
Sell
2,506,404
-458,865
-15%
-$21.1M
0.07%
269
2022
Q4
$134M
Sell
2,965,269
-41,756
-1%
-$1.96M
0.1%
205
2022
Q3
$140M
Buy
+3,007,025
New
+$141M
0.11%
186
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30.48%
1-Year Est. Return
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$481B AUM
30.42%
1-Year Est. Return
VPM
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$1.91T AUM
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$2.9T AUM
29.55%
1-Year Est. Return
Franklin Resources
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$408B AUM
30.18%
1-Year Est. Return
VCM
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$4.04T AUM
NAMI
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$58.4B AUM
Geode Capital Management
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$1.61T AUM
30.72%
1-Year Est. Return
JP Morgan Chase
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$1.47T AUM
27.86%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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