Canada Life
WSFS icon

Canada Life’s WSFS Financial WSFS Stock Holding History

Canada Life’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 		$2.92M Sell
44,580
-2,731
-6% -$172K 0.01% 995
2025
Q4 		$2.61M Sell
47,311
-9,755
-17% -$534K ﹤0.01% 1058
2025
Q3 		$3.1M Buy
57,066
+687
+1% +$38.8K ﹤0.01% 1039
2025
Q2 		$3.1M Sell
56,379
-4,037
-7% -$210K ﹤0.01% 992
2025
Q1 		$3.14M Sell
60,416
-5,260
-8% -$283K 0.01% 989
2024
Q4 		$3.49M Sell
65,676
-1,777
-3% -$96.7K 0.01% 1015
2024
Q3 		$3.44M Buy
67,453
+6,692
+11% +$347K 0.01% 1052
2024
Q2 		$2.85M Buy
60,761
+7,658
+14% +$339K 0.01% 1103
2024
Q1 		$2.39M Buy
53,103
+2,708
+5% +$118K ﹤0.01% 1157
2023
Q4 		$2.31M Sell
50,395
-1,819
-3% -$71.4K 0.01% 1180
2023
Q3 		$1.9M Sell
52,214
-843
-2% -$33.6K ﹤0.01% 1236
2023
Q2 		$2M Sell
53,057
-6,085
-10% -$216K ﹤0.01% 1203
2023
Q1 		$2.22M Sell
59,142
-3,945
-6% -$181K 0.01% 1181
2022
Q4 		$2.86M Sell
63,087
-8,822
-12% -$415K 0.01% 1036
2022
Q3 		$3.34M Buy
71,909
+7,964
+12% +$372K 0.01% 868
2022
Q2 		$2.56M Buy
63,945
+7,331
+13% +$302K 0.01% 1037
2022
Q1 		$2.71M Buy
56,614
+1,308
+2% +$67.8K 0.01% 1047
2021
Q4 		$2.77M Buy
55,306
+13,832
+33% +$724K 0.01% 1019
2021
Q3 		$2.14M Buy
41,474
+921
+2% +$41.4K 0.01% 1139
2021
Q2 		$1.89M Sell
40,553
-669
-2% -$34.1K ﹤0.01% 1193
2021
Q1 		$2.05M Buy
41,222
+37,047
+887% +$1.78M 0.01% 1129
2020
Q4 		$187K Hold
4,175
– – ﹤0.01% 1980
2020
Q3 		$112K Sell
4,175
-257
-6% -$7.26K ﹤0.01% 2020
2020
Q2 		$126K Buy
4,432
+26
+0.6% +$688 ﹤0.01% 1999
2020
Q1 		$110K Sell
4,406
-2
-0% -$72 ﹤0.01% 1960
2019
Q4 		$192K Buy
+4,408
New +$193K ﹤0.01% 1935
2019
Q3 		– Sell
-5,860
Closed -$242K – 2300
2019
Q2 		$242K Sell
5,860
-1,730
-23% -$71.7K ﹤0.01% 1979
2019
Q1 		$292K Buy
7,590
+3,927
+107% +$163K ﹤0.01% 1783
2018
Q4 		$134K Sell
3,663
-7
-0.2% -$295 ﹤0.01% 2047
2018
Q3 		$173K Hold
3,670
– – ﹤0.01% 2031
2018
Q2 		$196K Hold
3,670
– – ﹤0.01% 1983
2018
Q1 		$175K Buy
3,670
+70
+2% +$3.46K ﹤0.01% 2001
2017
Q4 		$172K Hold
3,600
– – ﹤0.01% 2007
2017
Q3 		$175K Hold
3,600
– – ﹤0.01% 1990
2017
Q2 		$163K Hold
3,600
– – ﹤0.01% 1969
2017
Q1 		$165K Hold
3,600
– – ﹤0.01% 1964
2016
Q4 		$167K Hold
3,600
– – ﹤0.01% 1960
2016
Q3 		$131K Hold
3,600
– – ﹤0.01% 2034
2016
Q2 		$116K Hold
3,600
– – ﹤0.01% 2049
2016
Q1 		$117K Hold
3,600
– – ﹤0.01% 1692
2015
Q4 		$117K Hold
3,600
– – ﹤0.01% 1656
2015
Q3 		$104K Hold
3,600
– – ﹤0.01% 1670
2015
Q2 		$98K Hold
3,600
– – ﹤0.01% 1891
2015
Q1 		$90K Hold
3,600
– – ﹤0.01% 1863
2014
Q4 		$91K Hold
3,600
– – ﹤0.01% 1820
2014
Q3 		$86K Buy
+3,600
New +$87K ﹤0.01% 1799

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

Canada Life's WSFS Position: Q1 2026 in Review

Canada Life reduced its WSFS Financial (WSFS) stake by 5.8% in Q1 2026, selling an estimated $172K and leaving 44,580 shares worth $2.92M. The position accounts for 0.01% of the portfolio, ranked #995.

Canada Life first reported a position in WSFS in Q3 2014 and has held it in 46 quarters since. The position peaked at $3.49M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Canada Life held 44,580 shares of WSFS Financial worth $2.92M as of Q1 2026.
  • Canada Life sold 2,731 WSFS Financial shares in Q1 2026, an estimated $172K.
  • WSFS Financial made up 0.01% of Canada Life's portfolio in Q1 2026, its #995 holding.
  • Canada Life first reported a position in WSFS Financial in Q3 2014 and has held it in 46 quarters since.
  • Canada Life's WSFS Financial position peaked at $3.49M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Canada Life's 13F filing for Q1 2026, filed 14 May 2026.