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Winton Group’s WSFS Financial WSFS Stock Holding History

Winton 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
2025
Q3 		– Sell
-80,460
Closed -$4.43M – 1062
2025
Q2 		$4.43M Buy
+80,460
New +$4.18M 0.23% 116
2023
Q2 		– Sell
-21,247
Closed -$799K – 1152
2023
Q1 		$799K Buy
21,247
+11,517
+118% +$529K 0.05% 522
2022
Q4 		$441K Sell
9,730
-55,245
-85% -$2.6M 0.03% 673
2022
Q3 		$3.02M Buy
+64,975
New +$3.04M 0.2% 108
2022
Q2 		– Sell
-6,442
Closed -$300K – 1093
2022
Q1 		$300K Sell
6,442
-10,143
-61% -$526K 0.02% 818
2021
Q4 		$831K Buy
+16,585
New +$869K 0.05% 522
2018
Q4 		– Sell
-5,655
Closed -$267K – 1055
2018
Q3 		$267K Buy
5,655
+568
+11% +$29.2K 0.01% 864
2018
Q2 		$271K Sell
5,087
-5,257
-51% -$273K 0.01% 875
2018
Q1 		$495K Buy
+10,344
New +$511K 0.01% 787

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

Winton Group's WSFS Position: Q3 2025 in Review

Winton Group sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 80,460 shares — an estimated $4.43M sold.

Winton Group first reported a position in WSFS in Q1 2018 and held it in 9 quarters. The position peaked at $4.43M in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Winton Group reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Winton Group sold 80,460 WSFS Financial shares in Q3 2025, an estimated $4.43M.
  • Winton Group first reported a position in WSFS Financial in Q1 2018 and held it in 9 quarters.
  • Winton Group's WSFS Financial position peaked at $4.43M in Q2 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Winton Group's 13F filing for Q3 2025, filed 13 Nov 2025.