WSFS — WSFS FINL CORP

Ownership history in MQS Management LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which MQS Management LLC reported a position in WSFS FINL CORP (WSFS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.35% (2025 Q3)
Avg. % of fund
0.27%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 7,490 -3,761 -33.4% 0.24% $414K $55.10
2025 Q3 ADDED 11,251 +4,599 +69.1% 0.35% $607K $53.62
2025 Q2 INITIATED 6,652 — — 0.20% $366K $54.51
% of Fund (quarterly)    WSFS price (monthly, adj. close)

Other funds also holding WSFS

As of 2025 Q4 — sorted by position size

PALISADE CAPITAL MANAGEMENT, LP 3Y 7Y 1.04% COOKE & BIELER LP 3Y 7Y 0.61% Numerai GP LLC 3Y 0.58% CORBYN INVESTMENT MANAGEMENT INC/MD 3Y 7Y 0.53% FRONTIER CAPITAL MANAGEMENT CO LLC 3Y 7Y 0.46% SummerHaven Investment Management, LLC 3Y 0.46% SALZHAUER MICHAEL 3Y 7Y 0.44% Sippican Capital Advisors 3Y 7Y 0.38% LOUNTZIS ASSET MANAGEMENT, LLC 3Y 0.29% DENALI ADVISORS LLC 3Y 7Y 0.27%
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