CIBC Asset Management
WSFS icon

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
Q2 		$242K Sell
3,158
-407
-11% -$29.2K ﹤0.01% 1184
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
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

CIBC Asset Management's WSFS Position: Q2 2026 in Review

CIBC Asset Management reduced its WSFS Financial (WSFS) stake by 11% in Q2 2026, selling an estimated $29.2K and leaving 3,158 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #1184.

CIBC Asset Management first reported a position in WSFS in Q1 2021 and has held it in 17 quarters since. The position peaked at $318K in Q4 2022. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • CIBC Asset Management held 3,158 shares of WSFS Financial worth $242K as of Q2 2026.
  • CIBC Asset Management sold 407 WSFS Financial shares in Q2 2026, an estimated $29.2K.
  • WSFS Financial made up ﹤0.01% of CIBC Asset Management's portfolio in Q2 2026, its #1184 holding.
  • CIBC Asset Management first reported a position in WSFS Financial in Q1 2021 and has held it in 17 quarters since.
  • CIBC Asset Management's WSFS Financial position peaked at $318K in Q4 2022.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on CIBC Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.