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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
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 $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

Aquatic Capital Management's WSFS Position: Q1 2026 in Review

Aquatic Capital Management reduced its WSFS Financial (WSFS) stake by 71% in Q1 2026, selling an estimated $85.4K and leaving 564 shares worth $36.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Aquatic Capital Management first reported a position in WSFS in Q1 2022 and has held it in 7 quarters since. The position peaked at $466K in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Aquatic Capital Management held 564 shares of WSFS Financial worth $36.9K as of Q1 2026.
  • Aquatic Capital Management sold 1,355 WSFS Financial shares in Q1 2026, an estimated $85.4K.
  • WSFS Financial made up ﹤0.01% of Aquatic Capital Management's portfolio in Q1 2026, its #1209 holding.
  • Aquatic Capital Management first reported a position in WSFS Financial in Q1 2022 and has held it in 7 quarters since.
  • Aquatic Capital Management's WSFS Financial position peaked at $466K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Aquatic Capital Management's 13F filing for Q1 2026, filed 15 May 2026.