CIBC Asset Management’s WSFS Financial WSFS Stock Holding History

CIBC 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	$233K	Sell	3,565 -105	-3%	-$6.62K	﹤0.01%	1141
2025 Q4	$203K	Sell	3,670 -199	-5%	-$10.9K	﹤0.01%	1216
2025 Q3	$209K	Sell	3,869 -123	-3%	-$6.95K	﹤0.01%	1138
2025 Q2	$220K	Hold	3,992	–	–	﹤0.01%	1061
2025 Q1	$207K	Sell	3,992 -85	-2%	-$4.58K	﹤0.01%	1064
2024 Q4	$217K	Buy	4,077 +108	+3%	+$5.88K	﹤0.01%	1076
2024 Q3	$202K	Buy	+3,969	New	+$206K	﹤0.01%	1114
2023 Q4	–	Sell	-6,176	Closed	-$225K	–	1148
2023 Q3	$225K	Sell	6,176 -351	-5%	-$14K	﹤0.01%	885
2023 Q2	$246K	Sell	6,527 -205	-3%	-$7.29K	﹤0.01%	870
2023 Q1	$253K	Sell	6,732 -286	-4%	-$13.1K	﹤0.01%	858
2022 Q4	$318K	Buy	7,018 +1,434	+26%	+$67.4K	﹤0.01%	795
2022 Q3	$259K	Buy	+5,584	New	+$261K	﹤0.01%	950
2022 Q2	–	Sell	-5,163	Closed	-$241K	–	1488
2022 Q1	$241K	Buy	+5,163	New	+$268K	﹤0.01%	1205
2021 Q4	–	Sell	-5,236	Closed	-$269K	–	1610
2021 Q3	$269K	Sell	5,236 -133	-2%	-$5.98K	﹤0.01%	1083
2021 Q2	$250K	Hold	5,369	–	–	﹤0.01%	1116
2021 Q1	$267K	Buy	+5,369	New	+$259K	﹤0.01%	1021

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CIBC Asset Management's WSFS Position: Q1 2026 in Review

CIBC Asset Management reduced its WSFS Financial (WSFS) stake by 2.9% in Q1 2026, selling an estimated $6.62K and leaving 3,565 shares worth $233K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

CIBC Asset Management first reported a position in WSFS in Q1 2021 and has held it in 16 quarters since. The position peaked at $318K in Q4 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

CIBC Asset Management held 3,565 shares of WSFS Financial worth $233K as of Q1 2026.
CIBC Asset Management sold 105 WSFS Financial shares in Q1 2026, an estimated $6.62K.
WSFS Financial made up ﹤0.01% of CIBC Asset Management's portfolio in Q1 2026, its #1141 holding.
CIBC Asset Management first reported a position in WSFS Financial in Q1 2021 and has held it in 16 quarters since.
CIBC Asset Management's WSFS Financial position peaked at $318K in Q4 2022.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on CIBC Asset Management's 13F filing for Q1 2026, filed 12 May 2026.