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Bayforest Capital’s WSFS Financial WSFS Stock Holding History

Bayforest Capital’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 		$220K Buy
+3,363
New +$212K 0.25% 92

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

Bayforest Capital's WSFS Position: Q1 2026 in Review

Bayforest Capital opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,363 shares worth $220K. The stake represents 0.25% of the portfolio and ranks #92 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Bayforest Capital held 3,363 shares of WSFS Financial worth $220K as of Q1 2026.
  • WSFS Financial was a new Bayforest Capital position in Q1 2026.
  • WSFS Financial made up 0.25% of Bayforest Capital's portfolio in Q1 2026, its #92 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Bayforest Capital's 13F filing for Q1 2026, filed 15 Apr 2026.