Amundi
WSFS icon

Amundi’s WSFS Financial WSFS Stock Holding History

Amundi’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 		$696K Buy
+9,068
New +$650K ﹤0.01% 1522
2024
Q2 		– Sell
-10,636
Closed -$445K – 2062
2024
Q1 		$445K Buy
10,636
+2,740
+35% +$119K ﹤0.01% 1460
2023
Q4 		$352K Buy
7,896
+235
+3% +$9.22K ﹤0.01% 1500
2023
Q3 		$270K Sell
7,661
-196
-2% -$7.82K ﹤0.01% 1528
2023
Q2 		$304K Sell
7,857
-544
-6% -$19.3K ﹤0.01% 1498
2023
Q1 		$304K Buy
+8,401
New +$386K ﹤0.01% 1463

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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

Amundi's WSFS Position: Q2 2026 in Review

Amundi opened a new position in WSFS Financial (WSFS) in Q2 2026: 9,068 shares worth $696K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Amundi previously reported a position in WSFS as recently as Q1 2024.

Amundi first reported a position in WSFS in Q1 2023 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Amundi held 9,068 shares of WSFS Financial worth $696K as of Q2 2026.
  • WSFS Financial was a new Amundi position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Amundi's portfolio in Q2 2026, its #1522 holding.
  • Amundi first reported a position in WSFS Financial in Q1 2023 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Amundi's 13F filing for Q2 2026, filed 11 Aug 2026.