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Aster Capital Management’s WSFS Financial WSFS Stock Holding History

Aster 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
2025
Q4 		– Sell
-118
Closed -$6.36K – 1462
2025
Q3 		$6.36K Buy
+118
New +$6.66K ﹤0.01% 791
2025
Q1 		– Sell
-164
Closed -$8.71K – 1709
2024
Q4 		$8.71K Buy
+164
New +$8.92K ﹤0.01% 789

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Aster Capital Management's WSFS Position: Q4 2025 in Review

Aster Capital Management sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 118 shares — an estimated $6.36K sold.

Aster Capital Management first reported a position in WSFS in Q4 2024 and held it in 2 quarters. The position peaked at $8.71K in Q4 2024. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Aster Capital Management reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Aster Capital Management sold 118 WSFS Financial shares in Q4 2025, an estimated $6.36K.
  • Aster Capital Management first reported a position in WSFS Financial in Q4 2024 and held it in 2 quarters.
  • Aster Capital Management's WSFS Financial position peaked at $8.71K in Q4 2024.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Aster Capital Management's 13F filing for Q4 2025, filed 17 Feb 2026.