WSFS β€” WSFS FINL CORP

Ownership history in HRT FINANCIAL LP  Β·  17 quarters on record

AI Ownership Summary

HRT FINANCIAL LP reported WSFS FINL CORP (WSFS) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows WSFS at 0.00% 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 HRT FINANCIAL LP's position in WSFS FINL CORP, 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 Q3

WSFS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

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 Q3

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.

How HRT FINANCIAL LP held WSFS β€” position size vs. price
% of Fund (quarterly)    WSFS price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 23,501 +13,661 +138.8% 0.00% $1.3M 2025-11-14 $54.41
2025 Q2 REDUCED 9,840 -4,194 -29.9% 0.00% $541K 2025-08-14 $55.64
2025 Q1 REDUCED 14,034 -8,720 -38.3% 0.00% $727K 2025-05-15 $54.95
2024 Q3 ADDED 22,754 +8,707 +62.0% 0.01% $1.2M 2024-11-12 $57.61
2023 Q4 REDUCED 14,047 -31,708 -69.3% 0.00% $645K 2024-02-09 $41.29
12 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding WSFS

As of 2026 Q1 β€” sorted by position size

Ares Financial Consulting, LLC 0.01%

FAQ About HRT FINANCIAL LP and WSFS

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

How long has HRT FINANCIAL LP reported owning WSFS?

HRT FINANCIAL LP reported WSFS across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported WSFS position in HRT FINANCIAL LP's portfolio?

The largest reported portfolio weight for WSFS was 0.01% in 2024 Q3.

What is the latest reported WSFS position on this page?

The most recent filing on this page is 2025 Q3, when HRT FINANCIAL LP reported 23,501 shares, equal to 0.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this WSFS ownership page compare?

The chart compares HRT FINANCIAL LP'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.

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