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Truvestments Capital’s WSFS Financial WSFS Stock Holding History

Truvestments Capital’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
Q3 		– Sell
-58
Closed -$3.19K – 1130
2025
Q2 		$3.19K Hold
58
– – ﹤0.01% 788
2025
Q1 		$3.01K Hold
58
– – ﹤0.01% 817
2024
Q4 		$3.08K Hold
58
– – ﹤0.01% 770
2024
Q3 		$2.96K Buy
+58
New +$3.01K ﹤0.01% 753

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Truvestments Capital's WSFS Position: Q3 2025 in Review

Truvestments Capital sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 58 shares — an estimated $3.19K sold.

Truvestments Capital first reported a position in WSFS in Q3 2024 and held it in 4 quarters. The position peaked at $3.19K in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Truvestments Capital reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Truvestments Capital sold 58 WSFS Financial shares in Q3 2025, an estimated $3.19K.
  • Truvestments Capital first reported a position in WSFS Financial in Q3 2024 and held it in 4 quarters.
  • Truvestments Capital's WSFS Financial position peaked at $3.19K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Truvestments Capital's 13F filing for Q3 2025, filed 14 Nov 2025.