AIM
WSFS icon

AXA Investment Managers’s WSFS Financial WSFS Stock Holding History

AXA Investment Managers’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
Q3 		$4.85M Buy
+89,899
New +$5.08M 0.01% 577

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

AXA Investment Managers's WSFS Position: Q3 2025 in Review

AXA Investment Managers opened a new position in WSFS Financial (WSFS) in Q3 2025: 89,899 shares worth $4.85M. The stake represents 0.01% of the portfolio and ranks #577 among its holdings.

293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • AXA Investment Managers held 89,899 shares of WSFS Financial worth $4.85M as of Q3 2025.
  • WSFS Financial was a new AXA Investment Managers position in Q3 2025.
  • WSFS Financial made up 0.01% of AXA Investment Managers's portfolio in Q3 2025, its #577 holding.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on AXA Investment Managers's 13F filing for Q3 2025, filed 14 Nov 2025.