Zebra Capital Management’s WSFS Financial WSFS Stock Holding History

Zebra Capital 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
2019 Q2	–	Sell	-11,152	Closed	-$430K	–	527
2019 Q1	$430K	Buy	11,152 +844	+8%	+$35.1K	0.23%	129
2018 Q4	$391K	Buy	+10,308	New	+$434K	0.24%	184
2018 Q3	–	Sell	-10,271	Closed	-$547K	–	470
2018 Q2	$547K	Buy	+10,271	New	+$533K	0.23%	214
2016 Q1	–	Sell	-17,436	Closed	-$564K	–	270
2015 Q4	$564K	Buy	17,436 +1,123	+7%	+$35.9K	0.31%	166
2015 Q3	$470K	Buy	16,313 +545	+3%	+$15.3K	0.29%	181
2015 Q2	$431K	Sell	15,768 -2,289	-13%	-$58.2K	0.25%	190
2015 Q1	$455K	Buy	+18,057	New	+$461K	0.23%	187

Other funds holding WSFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Zebra Capital Management's WSFS Position: Q2 2019 in Review

Zebra Capital Management sold out of WSFS Financial (WSFS) in Q2 2019, closing a stake of 11,152 shares — an estimated $430K sold.

Zebra Capital Management first reported a position in WSFS in Q1 2015 and held it in 7 quarters. The position peaked at $564K in Q4 2015. 175 funds tracked by Wall St. Rank hold WSFS as of Q2 2019.

Zebra Capital Management reported no remaining WSFS Financial position as of Q2 2019 after selling out during the quarter.
Zebra Capital Management sold 11,152 WSFS Financial shares in Q2 2019, an estimated $430K.
Zebra Capital Management first reported a position in WSFS Financial in Q1 2015 and held it in 7 quarters.
Zebra Capital Management's WSFS Financial position peaked at $564K in Q4 2015.
175 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2019.

Based on Zebra Capital Management's 13F filing for Q2 2019, filed 14 Aug 2019.