CIAM
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Caitong International Asset Management’s WSFS Financial WSFS Stock Holding History

Caitong International 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
2026
Q1 		– Sell
-1,924
Closed -$106K – 3091
2025
Q4 		$106K Buy
+1,924
New +$105K 0.03% 396
2025
Q1 		– Sell
-101
Closed -$5.37K – 2567
2024
Q4 		$5.37K Buy
+101
New +$5.5K 0.01% 1035

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

Caitong International Asset Management's WSFS Position: Q1 2026 in Review

Caitong International Asset Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 1,924 shares — an estimated $106K sold.

Caitong International Asset Management first reported a position in WSFS in Q4 2024 and held it in 2 quarters. The position peaked at $106K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Caitong International Asset Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Caitong International Asset Management sold 1,924 WSFS Financial shares in Q1 2026, an estimated $106K.
  • Caitong International Asset Management first reported a position in WSFS Financial in Q4 2024 and held it in 2 quarters.
  • Caitong International Asset Management's WSFS Financial position peaked at $106K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Caitong International Asset Management's 13F filing for Q1 2026, filed 11 May 2026.