Wellington Management Group
WSFS icon

Wellington Management Group’s WSFS Financial WSFS Stock Holding History

Wellington Management Group’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 		$9.52M Sell
145,383
-27,260
-16% -$1.72M ﹤0.01% 1257
2025
Q4 		$9.54M Sell
172,643
-12,510
-7% -$685K ﹤0.01% 1266
2025
Q3 		$9.99M Sell
185,153
-8,514
-4% -$481K ﹤0.01% 1261
2025
Q2 		$10.7M Sell
193,667
-7,303
-4% -$379K ﹤0.01% 1190
2025
Q1 		$10.4M Buy
200,970
+38
+0% +$2.05K ﹤0.01% 1191
2024
Q4 		$10.7M Sell
200,932
-14,827
-7% -$807K ﹤0.01% 1176
2024
Q3 		$11M Sell
215,759
-2,346
-1% -$122K ﹤0.01% 1146
2024
Q2 		$10.3M Buy
218,105
+19,503
+10% +$863K ﹤0.01% 1148
2024
Q1 		$8.96M Sell
198,602
-18,391
-8% -$800K ﹤0.01% 1171
2023
Q4 		$9.97M Sell
216,993
-8,061
-4% -$316K ﹤0.01% 1115
2023
Q3 		$8.21M Buy
225,054
+11,472
+5% +$458K ﹤0.01% 1155
2023
Q2 		$8.06M Buy
213,582
+44,505
+26% +$1.58M ﹤0.01% 1157
2023
Q1 		$6.36M Sell
169,077
-2,039
-1% -$93.6K ﹤0.01% 1220
2022
Q4 		$7.76M Sell
171,116
-18,699
-10% -$879K ﹤0.01% 1153
2022
Q3 		$8.82M Buy
189,815
+3,927
+2% +$184K ﹤0.01% 1136
2022
Q2 		$7.45M Buy
185,888
+51,325
+38% +$2.11M ﹤0.01% 1189
2022
Q1 		$6.27M Sell
134,563
-1,878
-1% -$97.3K ﹤0.01% 1332
2021
Q4 		$6.84M Buy
136,441
+2,623
+2% +$137K ﹤0.01% 1382
2021
Q3 		$6.87M Sell
133,818
-1,564
-1% -$70.3K ﹤0.01% 1403
2021
Q2 		$6.31M Buy
135,382
+42,001
+45% +$2.14M ﹤0.01% 1430
2021
Q1 		$4.65M Buy
93,381
+35,610
+62% +$1.71M ﹤0.01% 1445
2020
Q4 		$2.59M Buy
57,771
+533
+0.9% +$19.6K ﹤0.01% 1437
2020
Q3 		$1.54M Sell
57,238
-32,694
-36% -$923K ﹤0.01% 1462
2020
Q2 		$2.58M Buy
89,932
+52,124
+138% +$1.38M ﹤0.01% 1314
2020
Q1 		$942K Buy
37,808
+1,128
+3% +$40.8K ﹤0.01% 1551
2019
Q4 		$1.61M Buy
36,680
+683
+2% +$29.8K ﹤0.01% 1595
2019
Q3 		$1.59M Hold
35,997
– – ﹤0.01% 1638
2019
Q2 		$1.49M Sell
35,997
-296,871
-89% -$12.3M ﹤0.01% 1690
2019
Q1 		$12.8M Sell
332,868
-69,900
-17% -$2.91M ﹤0.01% 1140
2018
Q4 		$15.3M Buy
402,768
+38,562
+11% +$1.62M ﹤0.01% 1073
2018
Q3 		$17.2M Sell
364,206
-130,704
-26% -$6.73M ﹤0.01% 1123
2018
Q2 		$26.4M Sell
494,910
-18,168
-4% -$942K 0.01% 1000
2018
Q1 		$24.6M Sell
513,078
-81,193
-14% -$4.01M 0.01% 1005
2017
Q4 		$28.4M Sell
594,271
-71,629
-11% -$3.53M 0.01% 956
2017
Q3 		$32.5M Sell
665,900
-8,582
-1% -$387K 0.01% 893
2017
Q2 		$30.6M Sell
674,482
-74,348
-10% -$3.4M 0.01% 883
2017
Q1 		$34.4M Buy
748,830
+21,555
+3% +$979K 0.01% 852
2016
Q4 		$33.7M Buy
727,275
+15,231
+2% +$612K 0.01% 835
2016
Q3 		$26M Sell
712,044
-35,628
-5% -$1.28M 0.01% 896
2016
Q2 		$24.1M Sell
747,672
-72,746
-9% -$2.47M 0.01% 887
2016
Q1 		$26.7M Sell
820,418
-42,107
-5% -$1.27M 0.01% 840
2015
Q4 		$27.9M Sell
862,525
-138,195
-14% -$4.41M 0.01% 851
2015
Q3 		$28.8M Sell
1,000,720
-63,273
-6% -$1.78M 0.01% 847
2015
Q2 		$29.1M Buy
1,063,993
+24,415
+2% +$620K 0.01% 886
2015
Q1 		$26.2M Sell
1,039,578
-4,752
-0.5% -$121K 0.01% 956
2014
Q4 		$26.8M Sell
1,044,330
-127,224
-11% -$3.21M 0.01% 946
2014
Q3 		$28M Sell
1,171,554
-64,605
-5% -$1.56M 0.01% 908
2014
Q2 		$30.4M Buy
1,236,159
+26,202
+2% +$608K 0.01% 898
2014
Q1 		$28.8M Sell
1,209,957
-30,849
-2% -$743K 0.01% 913
2013
Q4 		$32.1M Sell
1,240,806
-976,812
-44% -$22.8M 0.01% 872
2013
Q3 		$44.5M Sell
2,217,618
-93,057
-4% -$1.86M 0.01% 742
2013
Q2 		$40.4M Buy
+2,310,675
New +$38.4M 0.01% 756

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group's WSFS Position: Q1 2026 in Review

Wellington Management Group reduced its WSFS Financial (WSFS) stake by 16% in Q1 2026, selling an estimated $1.72M and leaving 145,383 shares worth $9.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Wellington Management Group first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $44.5M in Q3 2013. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Wellington Management Group held 145,383 shares of WSFS Financial worth $9.52M as of Q1 2026.
  • Wellington Management Group sold 27,260 WSFS Financial shares in Q1 2026, an estimated $1.72M.
  • WSFS Financial made up ﹤0.01% of Wellington Management Group's portfolio in Q1 2026, its #1257 holding.
  • Wellington Management Group first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's WSFS Financial position peaked at $44.5M in Q3 2013.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.