VI
WSFS icon

Versor Investments’s WSFS Financial WSFS Stock Holding History

Versor Investments’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
2024
Q4 		– Sell
-9,100
Closed -$464K – 1006
2024
Q3 		$464K Sell
9,100
-5,800
-39% -$301K 0.07% 434
2024
Q2 		$700K Hold
14,900
– – 0.13% 246
2024
Q1 		$673K Sell
14,900
-1,100
-7% -$47.9K 0.14% 251
2023
Q4 		$735K Buy
+16,000
New +$628K 0.15% 212
2022
Q3 		– Sell
-7,017
Closed -$281K – 967
2022
Q2 		$281K Buy
+7,017
New +$289K 0.01% 657

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Versor Investments's WSFS Position: Q4 2024 in Review

Versor Investments sold out of WSFS Financial (WSFS) in Q4 2024, closing a stake of 9,100 shares — an estimated $464K sold.

Versor Investments first reported a position in WSFS in Q2 2022 and held it in 5 quarters. The position peaked at $735K in Q4 2023. 250 funds tracked by Wall St. Rank hold WSFS as of Q4 2024.

  • Versor Investments reported no remaining WSFS Financial position as of Q4 2024 after selling out during the quarter.
  • Versor Investments sold 9,100 WSFS Financial shares in Q4 2024, an estimated $464K.
  • Versor Investments first reported a position in WSFS Financial in Q2 2022 and held it in 5 quarters.
  • Versor Investments's WSFS Financial position peaked at $735K in Q4 2023.
  • 250 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2024.

Based on Versor Investments's 13F filing for Q4 2024, filed 5 Feb 2025.