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Blueshift Asset Management’s WSFS Financial WSFS Stock Holding History

Blueshift Asset 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
-5,177
Closed -$279K – 676
2025
Q3 		$279K Buy
+5,177
New +$292K 0.09% 328
2021
Q3 		– Sell
-7,217
Closed -$336K – 1330
2021
Q2 		$336K Sell
7,217
-5,694
-44% -$290K 0.02% 693
2021
Q1 		$643K Buy
+12,911
New +$622K 0.07% 397

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

Blueshift Asset Management's WSFS Position: Q4 2025 in Review

Blueshift Asset Management sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 5,177 shares — an estimated $279K sold.

Blueshift Asset Management first reported a position in WSFS in Q1 2021 and held it in 3 quarters. The position peaked at $643K in Q1 2021. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Blueshift Asset Management reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Blueshift Asset Management sold 5,177 WSFS Financial shares in Q4 2025, an estimated $279K.
  • Blueshift Asset Management first reported a position in WSFS Financial in Q1 2021 and held it in 3 quarters.
  • Blueshift Asset Management's WSFS Financial position peaked at $643K in Q1 2021.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Blueshift Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.