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Brooklyn Investment Group’s WSFS Financial WSFS Stock Holding History

Brooklyn Investment Group’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 		$298K Buy
+4,557
New +$287K 0.01% 1413
2025
Q3 		– Sell
-881
Closed -$48.5K – 2717
2025
Q2 		$48.5K Buy
881
+844
+2,281% +$43.8K 0.01% 1348
2025
Q1 		$1.92K Buy
37
+28
+311% +$1.51K ﹤0.01% 2171
2024
Q4 		$479 Buy
+9
New +$490 ﹤0.01% 1718

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

Brooklyn Investment Group's WSFS Position: Q1 2026 in Review

Brooklyn Investment Group opened a new position in WSFS Financial (WSFS) in Q1 2026: 4,557 shares worth $298K. The stake represents 0.01% of the portfolio and ranks #1413 among its holdings. This is a return to the name: Brooklyn Investment Group previously reported a position in WSFS as recently as Q2 2025.

Brooklyn Investment Group first reported a position in WSFS in Q4 2024 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Brooklyn Investment Group held 4,557 shares of WSFS Financial worth $298K as of Q1 2026.
  • WSFS Financial was a new Brooklyn Investment Group position in Q1 2026.
  • WSFS Financial made up 0.01% of Brooklyn Investment Group's portfolio in Q1 2026, its #1413 holding.
  • Brooklyn Investment Group first reported a position in WSFS Financial in Q4 2024 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.