Ray Dalio's WSFS Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 89,339 shares of WSFS Financial Corporation (WSFS) worth $5.85 M, representing 0.03% of the portfolio. First purchased in 2026-Q1, this recently established position has been held for 1 quarters.
Based on recent 13F filings, Ray Dalio has initiated a new position in WSFS, representing a fresh investment thesis on this company. Insufficient history to summarize additions or reductions.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's WSFS Financial Corporation (WSFS) Holding Value Over Time
Track share changes against reported price movement
Quarterly WSFS Financial Corporation (WSFS) Trades by Ray Dalio
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +89,339 | New Buy | 89,339 | $65.46 |
Ray Dalio's WSFS Financial Corporation Investment FAQs
Ray Dalio first purchased WSFS Financial Corporation (WSFS) in Q1 2026, acquiring 89,339 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held WSFS Financial Corporation (WSFS) for 1 quarters since Q1 2026.
Ray Dalio's largest addition to WSFS Financial Corporation (WSFS) was in Q1 2026, adding 89,339 shares worth $5.85 M.
According to the latest 13F filing for Q1 2026, Ray Dalio's firm, Bridgewater Associates, Lp, owns 89,339 shares of WSFS Financial Corporation (WSFS), valued at approximately $5.85 M.
As of the Q1 2026 filing, WSFS Financial Corporation (WSFS) represents approximately 0.03% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in WSFS Financial Corporation (WSFS) was 89,339 shares, as reported at the end of Q1 2026.