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Aquatic Capital Management’s WSFS Financial WSFS Stock Holding History

Aquatic Capital 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 		– Sell
-564
Closed -$36.9K – 1797
2026
Q1 		$36.9K Sell
564
-1,355
-71% -$85.4K ﹤0.01% 1209
2025
Q4 		$106K Sell
1,919
-6,727
-78% -$368K ﹤0.01% 1156
2025
Q3 		$466K Buy
+8,646
New +$488K 0.01% 882
2024
Q2 		– Sell
-2,000
Closed -$90.3K – 1635
2024
Q1 		$90.3K Sell
2,000
-300
-13% -$13.1K ﹤0.01% 935
2023
Q4 		$106K Buy
+2,300
New +$90.2K ﹤0.01% 994
2022
Q4 		– Sell
-5,700
Closed -$265K – 1882
2022
Q3 		$265K Buy
+5,700
New +$266K 0.03% 551
2022
Q2 		– Sell
-300
Closed -$14K – 1607
2022
Q1 		$14K Buy
+300
New +$15.5K 0.02% 594

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

Aquatic Capital Management's WSFS Position: Q2 2026 in Review

Aquatic Capital Management sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 564 shares — an estimated $36.9K sold.

Aquatic Capital Management first reported a position in WSFS in Q1 2022 and held it in 7 quarters. The position peaked at $466K in Q3 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Aquatic Capital Management reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Aquatic Capital Management sold 564 WSFS Financial shares in Q2 2026, an estimated $36.9K.
  • Aquatic Capital Management first reported a position in WSFS Financial in Q1 2022 and held it in 7 quarters.
  • Aquatic Capital Management's WSFS Financial position peaked at $466K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

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