Capital Fund Management (CFM)
WSFS icon

Capital Fund Management (CFM)’s WSFS Financial WSFS Stock Holding History

Capital Fund Management (CFM)’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
Q2 		$1.3M Buy
+16,878
New +$1.21M 0.01% 1607
2018
Q4 		– Sell
-11,700
Closed -$552K – 2262
2018
Q3 		$552K Buy
11,700
+7,800
+200% +$401K ﹤0.01% 1561
2018
Q2 		$208K Buy
+3,900
New +$202K ﹤0.01% 1902

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Capital Fund Management (CFM)'s WSFS Position: Q2 2026 in Review

Capital Fund Management (CFM) opened a new position in WSFS Financial (WSFS) in Q2 2026: 16,878 shares worth $1.3M. The stake represents 0.01% of the portfolio and ranks #1607 among its holdings. This is a return to the name: Capital Fund Management (CFM) previously reported a position in WSFS as recently as Q3 2018.

Capital Fund Management (CFM) first reported a position in WSFS in Q2 2018 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Capital Fund Management (CFM) held 16,878 shares of WSFS Financial worth $1.3M as of Q2 2026.
  • WSFS Financial was a new Capital Fund Management (CFM) position in Q2 2026.
  • WSFS Financial made up 0.01% of Capital Fund Management (CFM)'s portfolio in Q2 2026, its #1607 holding.
  • Capital Fund Management (CFM) first reported a position in WSFS Financial in Q2 2018 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2026, filed 13 Aug 2026.