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WSFS icon

AlphaQuest’s WSFS Financial WSFS Stock Holding History

AlphaQuest’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
Q1 		– Sell
-59,253
Closed -$3.27M – 2110
2025
Q4 		$3.27M Sell
59,253
-4,069
-6% -$223K 0.18% 86
2025
Q3 		$3.41M Buy
63,322
+58,310
+1,163% +$3.29M 0.22% 80
2025
Q2 		$276K Buy
5,012
+3,432
+217% +$178K 0.03% 936
2025
Q1 		$82K Hold
1,580
– – 0.01% 1380
2024
Q4 		$83.9K Buy
+1,580
New +$86K 0.01% 1145
2024
Q2 		– Sell
-22,401
Closed -$1.01M – 1930
2024
Q1 		$1.01M Sell
22,401
-12,817
-36% -$558K 0.18% 188
2023
Q4 		$1.62M Buy
+35,218
New +$1.38M 0.34% 40

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AlphaQuest's WSFS Position: Q1 2026 in Review

AlphaQuest sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 59,253 shares — an estimated $3.27M sold.

AlphaQuest first reported a position in WSFS in Q4 2023 and held it in 7 quarters. The position peaked at $3.41M in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • AlphaQuest reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • AlphaQuest sold 59,253 WSFS Financial shares in Q1 2026, an estimated $3.27M.
  • AlphaQuest first reported a position in WSFS Financial in Q4 2023 and held it in 7 quarters.
  • AlphaQuest's WSFS Financial position peaked at $3.41M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on AlphaQuest's 13F filing for Q1 2026.