Ownership history in FRONTIER CAPITAL MANAGEMENT CO LLC Β· 60 quarters on record
This page tracks every 13F SEC filing in which FRONTIER CAPITAL MANAGEMENT CO LLC reported a position in WSFS Financial Corp. COM (WSFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π FRONTIER CAPITAL MANAGEMENT CO LLC underperformed the S&P 500 by β4.2% annually on this WSFS position. Timing score: 64% (38/59 decisions correct). Average cost basis: $29.27. Maximum drawdown during holding period: β52.4%.
β οΈ Trailed SPY by 4.2% ann. on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
38 of 59 add/trim decisions correct
Best entry: $9.04 (2011 Q3) Β· Worst: $54.51 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
38 adds Β· 22 trims. Bought during 14 of 24 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.46% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size