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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
2026
Q2 		$5.01M Buy
+65,328
New +$4.68M 0.16% 158
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Winton Group's WSFS Position: Q2 2026 in Review

Winton Group opened a new position in WSFS Financial (WSFS) in Q2 2026: 65,328 shares worth $5.01M. The stake represents 0.16% of the portfolio and ranks #158 among its holdings. This is a return to the name: Winton Group previously reported a position in WSFS as recently as Q2 2025.

Winton Group first reported a position in WSFS in Q1 2018 and has held it in 10 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Winton Group held 65,328 shares of WSFS Financial worth $5.01M as of Q2 2026.
  • WSFS Financial was a new Winton Group position in Q2 2026.
  • WSFS Financial made up 0.16% of Winton Group's portfolio in Q2 2026, its #158 holding.
  • Winton Group first reported a position in WSFS Financial in Q1 2018 and has held it in 10 quarters since.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Winton Group's 13F filing for Q2 2026, filed 7 Aug 2026.