Tower Research Capital (TRC)’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $198K | Buy |
3,018
+1,680
| +126% | +$106K | 0.01% | 1626 |
|
|
2025
Q4 | $73.9K | Sell |
1,338
-1,551
| -54% | -$84.9K | ﹤0.01% | 2158 |
|
|
2025
Q3 | $156K | Sell |
2,889
-5,578
| -66% | -$315K | ﹤0.01% | 1666 |
|
|
2025
Q2 | $466K | Buy |
8,467
+6,421
| +314% | +$333K | 0.01% | 1044 |
|
|
2025
Q1 | $106K | Sell |
2,046
-872
| -30% | -$47K | ﹤0.01% | 1743 |
|
|
2024
Q4 | $155K | Sell |
2,918
-4,802
| -62% | -$261K | ﹤0.01% | 1878 |
|
|
2024
Q3 | $394K | Sell |
7,720
-15,400
| -67% | -$798K | 0.01% | 1037 |
|
|
2024
Q2 | $1.09M | Buy |
23,120
+19,866
| +611% | +$879K | 0.02% | 718 |
|
|
2024
Q1 | $147K | Sell |
3,254
-5,355
| -62% | -$233K | ﹤0.01% | 1613 |
|
|
2023
Q4 | $395K | Buy |
8,609
+6,060
| +238% | +$238K | ﹤0.01% | 1564 |
|
|
2023
Q3 | $93K | Buy |
2,549
+1,514
| +146% | +$60.4K | ﹤0.01% | 2032 |
|
|
2023
Q2 | $39K | Sell |
1,035
-1,639
| -61% | -$58.3K | ﹤0.01% | 2793 |
|
|
2023
Q1 | $101K | Buy |
2,674
+2,428
| +987% | +$111K | ﹤0.01% | 1867 |
|
|
2022
Q4 | $11K | Sell |
246
-6,755
| -96% | -$318K | ﹤0.01% | 3885 |
|
|
2022
Q3 | $326K | Sell |
7,001
-5,126
| -42% | -$240K | 0.01% | 1479 |
|
|
2022
Q2 | $486K | Buy |
12,127
+10,117
| +503% | +$416K | 0.01% | 1152 |
|
|
2022
Q1 | $94K | Sell |
2,010
-4,290
| -68% | -$222K | ﹤0.01% | 2254 |
|
|
2021
Q4 | $316K | Buy |
6,300
+3,225
| +105% | +$169K | 0.01% | 1438 |
|
|
2021
Q3 | $157K | Buy |
3,075
+952
| +45% | +$42.8K | ﹤0.01% | 2037 |
|
|
2021
Q2 | $99K | Sell |
2,123
-2,148
| -50% | -$109K | ﹤0.01% | 2438 |
|
|
2021
Q1 | $213K | Buy |
4,271
+395
| +10% | +$19K | ﹤0.01% | 1959 |
|
|
2020
Q4 | $174K | Sell |
3,876
-35,322
| -90% | -$1.3M | 0.01% | 1831 |
|
|
2020
Q3 | $1.06M | Buy |
39,198
+34,147
| +676% | +$964K | 0.01% | 943 |
|
|
2020
Q2 | $145K | Buy |
+5,051
| New | +$134K | 0.01% | 2115 |
|
|
2020
Q1 | – | Sell |
-2,840
| Closed | -$125K | – | 4000 |
|
|
2019
Q4 | $125K | Buy |
2,840
+2,245
| +377% | +$98.1K | 0.01% | 821 |
|
|
2019
Q3 | $26K | Sell |
595
-1,575
| -73% | -$66.3K | ﹤0.01% | 2301 |
|
|
2019
Q2 | $90K | Buy |
2,170
+2,119
| +4,155% | +$87.8K | 0.01% | 1230 |
|
|
2019
Q1 | $2K | Sell |
51
-55
| -52% | -$2.29K | ﹤0.01% | 3469 |
|
|
2018
Q4 | $4K | Buy |
+106
| New | +$4.46K | ﹤0.01% | 3080 |
|
|
2018
Q3 | – | Sell |
-1,639
| Closed | -$87K | – | 4302 |
|
|
2018
Q2 | $87K | Buy |
+1,639
| New | +$85K | ﹤0.01% | 1532 |
|
|
2018
Q1 | – | Sell |
-515
| Closed | -$25K | – | 3909 |
|
|
2017
Q4 | $25K | Sell |
515
-2,719
| -84% | -$134K | ﹤0.01% | 1901 |
|
|
2017
Q3 | $158K | Buy |
3,234
+2,634
| +439% | +$119K | 0.01% | 951 |
|
|
2017
Q2 | $27K | Buy |
+600
| New | +$27.4K | ﹤0.01% | 1060 |
|
|
2017
Q1 | – | Sell |
-85
| Closed | -$4K | – | 4002 |
|
|
2016
Q4 | $4K | Buy |
+85
| New | +$3.42K | ﹤0.01% | 3175 |
|
|
2016
Q3 | – | Sell |
-1,431
| Closed | -$46K | – | 4537 |
|
|
2016
Q2 | $46K | Buy |
+1,431
| New | +$48.7K | ﹤0.01% | 1623 |
|
|
2016
Q1 | – | Sell |
-923
| Closed | -$30K | – | 5030 |
|
|
2015
Q4 | $30K | Sell |
923
-2
| -0.2% | -$64 | ﹤0.01% | 892 |
|
|
2015
Q3 | $27K | Sell |
925
-215
| -19% | -$6.05K | ﹤0.01% | 1501 |
|
|
2015
Q2 | $31K | Sell |
1,140
-714
| -39% | -$18.1K | ﹤0.01% | 1745 |
|
|
2015
Q1 | $47K | Buy |
1,854
+1,554
| +518% | +$39.6K | 0.01% | 1520 |
|
|
2014
Q4 | $8K | Sell |
300
-369
| -55% | -$9.31K | ﹤0.01% | 2365 |
|
|
2014
Q3 | $16K | Sell |
669
-531
| -44% | -$12.8K | ﹤0.01% | 2494 |
|
|
2014
Q2 | $29K | Sell |
1,200
-132
| -10% | -$3.06K | ﹤0.01% | 1620 |
|
|
2014
Q1 | $32K | Buy |
+1,332
| New | +$32.1K | ﹤0.01% | 1446 |
|
|
2013
Q4 | – | Sell |
-5,967
| Closed | -$120K | – | 4967 |
|
|
2013
Q3 | $120K | Buy |
5,967
+5,640
| +1,725% | +$113K | 0.01% | 1133 |
|
|
2013
Q2 | $6K | Buy |
+327
| New | +$5.43K | ﹤0.01% | 2831 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Tower Research Capital (TRC)'s WSFS Position: Q1 2026 in Review
Tower Research Capital (TRC) increased its WSFS Financial (WSFS) stake by 126% in Q1 2026, buying an estimated $106K and bringing the position to 3,018 shares worth $198K. The position accounts for 0.01% of the portfolio, ranked #1626.
Tower Research Capital (TRC) first reported a position in WSFS in Q2 2013 and has held it in 45 quarters since. The position peaked at $1.09M in Q2 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Tower Research Capital (TRC) held 3,018 shares of WSFS Financial worth $198K as of Q1 2026.
- Tower Research Capital (TRC) bought 1,680 WSFS Financial shares in Q1 2026, an estimated $106K.
- WSFS Financial made up 0.01% of Tower Research Capital (TRC)'s portfolio in Q1 2026, its #1626 holding.
- Tower Research Capital (TRC) first reported a position in WSFS Financial in Q2 2013 and has held it in 45 quarters since.
- Tower Research Capital (TRC)'s WSFS Financial position peaked at $1.09M in Q2 2024.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Tower Research Capital (TRC)'s 13F filing for Q1 2026, filed 15 May 2026.