AIM
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Aigen Investment Management’s WSFS Financial WSFS Stock Holding History

Aigen Investment Management’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$354K Buy
+4,608
New +$330K 0.1% 273
2020
Q1 		– Sell
-30
Closed -$1K – 1605
2019
Q4 		$1K Buy
+30
New +$1.31K ﹤0.01% 1092

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Aigen Investment Management's WSFS Position: Q2 2026 in Review

Aigen Investment Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 4,608 shares worth $354K. The stake represents 0.1% of the portfolio and ranks #273 among its holdings. This is a return to the name: Aigen Investment Management previously reported a position in WSFS as recently as Q4 2019.

Aigen Investment Management first reported a position in WSFS in Q4 2019 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Aigen Investment Management held 4,608 shares of WSFS Financial worth $354K as of Q2 2026.
  • WSFS Financial was a new Aigen Investment Management position in Q2 2026.
  • WSFS Financial made up 0.1% of Aigen Investment Management's portfolio in Q2 2026, its #273 holding.
  • Aigen Investment Management first reported a position in WSFS Financial in Q4 2019 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Aigen Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.