FRONTIER CAPITAL MANAGEMENT CO LLC WSFS — WSFS Financial Corp. COM

Ownership history in FRONTIER CAPITAL MANAGEMENT CO LLC  ·  60 quarters on record

AI Ownership Summary

FRONTIER CAPITAL MANAGEMENT CO LLC reported WSFS Financial Corp. COM (WSFS) in 60 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.46% in 2025 Q4. The latest visible filing shows WSFS at 0.46% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WSFS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FRONTIER CAPITAL MANAGEMENT CO LLC's position in WSFS Financial Corp. COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WSFS was reported at 0.46% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.46% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WSFS stock page FRONTIER CAPITAL MANAGEMENT CO LLC fund profile FRONTIER CAPITAL MANAGEMENT CO LLC full holdings
How FRONTIER CAPITAL MANAGEMENT CO LLC held WSFS — position size vs. price
% of Fund (quarterly)    WSFS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 792,501 -7,061 -0.9% 0.46% $43.8M 2026-02-14 (Est.) $66.80
2025 Q3 ADDED — — — 799,562 +31,198 +4.1% 0.39% $43.1M 2025-11-14 $54.41
2025 Q2 ADDED — — — 768,364 +9,765 +1.3% 0.39% $42.3M 2025-08-14 $55.64
2025 Q1 ADDED — — — 758,599 +39,621 +5.5% 0.43% $39.3M 2025-05-15 $54.95
2024 Q4 ADDED — — — 718,978 +48,822 +7.3% 0.36% $38.2M 2025-02-14 $55.37
2024 Q3 ADDED — — — 670,156 +146,778 +28.0% 0.32% $34.2M 2024-11-14 $56.69
2024 Q2 ADDED — — — 523,378 +20,081 +4.0% 0.24% $24.6M 2024-08-14 $48.36
2024 Q1 REDUCED — — — 503,297 -18,614 -3.6% 0.21% $22.7M 2024-05-15 $45.49
2023 Q4 REDUCED — — — 521,911 -8,288 -1.6% 0.24% $24.0M 2024-02-14 $40.69
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WSFS

As of 2026 Q1 — sorted by position size

SummerHaven Investment Management, LLC 3Y 0.52% Sippican Capital Advisors 3Y 7Y 0.5% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.34% Oliver Luxxe Assets LLC 3Y 7Y 0.34% Bayforest Capital Ltd 0.25% Prosperity Advisers, LLC 0.22% Sensenig Capital Advisors, Inc 0.22% PLANNING DIRECTIONS INC 3Y 7Y 0.22% PZENA INVESTMENT MANAGEMENT LLC 3Y 7Y 0.19% BDFS Capital LLC 0.1%

FAQ About FRONTIER CAPITAL MANAGEMENT CO LLC and WSFS

These are the practical questions this page is built to answer before you even open the full history table.

How long has FRONTIER CAPITAL MANAGEMENT CO LLC reported owning WSFS?

FRONTIER CAPITAL MANAGEMENT CO LLC reported WSFS across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WSFS position in FRONTIER CAPITAL MANAGEMENT CO LLC's portfolio?

The largest reported portfolio weight for WSFS was 0.46% in 2025 Q4.

What is the latest reported WSFS position on this page?

The most recent filing on this page is 2025 Q4, when FRONTIER CAPITAL MANAGEMENT CO LLC reported 792,501 shares, equal to 0.46% of portfolio, with an estimated market value of $43.8M.

What does the chart on this WSFS ownership page compare?

The chart compares FRONTIER CAPITAL MANAGEMENT CO LLC's quarterly WSFS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did FRONTIER CAPITAL MANAGEMENT CO LLC time their WSFS position?

Based on 13F filing dates vs. subsequent WSFS price moves, FRONTIER CAPITAL MANAGEMENT CO LLC correctly timed 36 out of 59 reported position changes (61%). The annualised alpha on WSFS relative to SPY over the holding period was +3.0%.

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