William Blair Investment Management
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William Blair Investment Management’s WSFS Financial WSFS Stock Holding History

William Blair 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
2020
Q1 		– Sell
-257,651
Closed -$11.3M – 380
2019
Q4 		$11.3M Sell
257,651
-106,164
-29% -$4.64M 0.05% 271
2019
Q3 		$16M Sell
363,815
-23,367
-6% -$983K 0.07% 240
2019
Q2 		$16M Buy
387,182
+767
+0.2% +$31.8K 0.07% 251
2019
Q1 		$14.9M Sell
386,415
-17,299
-4% -$719K 0.06% 272
2018
Q4 		$15.3M Sell
403,714
-90,010
-18% -$3.79M 0.08% 242
2018
Q3 		$23.3M Sell
493,724
-34,909
-7% -$1.8M 0.08% 215
2018
Q2 		$28.2M Sell
528,633
-17,237
-3% -$894K 0.1% 192
2018
Q1 		$26.1M Sell
545,870
-19,516
-3% -$965K 0.1% 198
2017
Q4 		$27.1M Sell
565,386
-5,329
-0.9% -$263K 0.11% 203
2017
Q3 		$27.8M Sell
570,715
-1,109
-0.2% -$50K 0.1% 192
2017
Q2 		$25.9M Sell
571,824
-3,543
-0.6% -$162K 0.09% 192
2017
Q1 		$26.4M Sell
575,367
-2,362
-0.4% -$107K 0.1% 188
2016
Q4 		$26.8M Sell
577,729
-3,251
-0.6% -$131K 0.11% 188
2016
Q3 		$21.2M Sell
580,980
-11,252
-2% -$406K 0.08% 210
2016
Q2 		$19.1M Sell
592,232
-12,282
-2% -$418K 0.08% 223
2016
Q1 		$19.7M Sell
604,514
-134,398
-18% -$4.06M 0.08% 208
2015
Q4 		$23.9M Sell
738,912
-35,067
-5% -$1.12M 0.1% 174
2015
Q3 		$22.3M Buy
+773,979
New +$21.8M 0.05% 476

Other funds holding WSFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

William Blair Investment Management's WSFS Position: Q1 2020 in Review

William Blair Investment Management sold out of WSFS Financial (WSFS) in Q1 2020, closing a stake of 257,651 shares — an estimated $11.3M sold.

William Blair Investment Management first reported a position in WSFS in Q3 2015 and held it in 18 quarters. The position peaked at $28.2M in Q2 2018. 152 funds tracked by Wall St. Rank hold WSFS as of Q1 2020.

  • William Blair Investment Management reported no remaining WSFS Financial position as of Q1 2020 after selling out during the quarter.
  • William Blair Investment Management sold 257,651 WSFS Financial shares in Q1 2020, an estimated $11.3M.
  • William Blair Investment Management first reported a position in WSFS Financial in Q3 2015 and held it in 18 quarters.
  • William Blair Investment Management's WSFS Financial position peaked at $28.2M in Q2 2018.
  • 152 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2020.

Based on William Blair Investment Management's 13F filing for Q1 2020, filed 8 May 2020.