CIBC Private Wealth Group
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CIBC Private Wealth Group’s WSFS Financial WSFS Stock Holding History

CIBC Private Wealth Group’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
2025
Q4 		$663 Buy
+12
New +$657 ﹤0.01% 2990
2024
Q4 		– Sell
-85
Closed -$4.33K – 3210
2024
Q3 		$4.33K Hold
85
– – ﹤0.01% 2624
2024
Q2 		$3.88K Hold
85
– – ﹤0.01% 2588
2024
Q1 		$3.75K Buy
+85
New +$3.7K ﹤0.01% 2583

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

CIBC Private Wealth Group's WSFS Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in WSFS Financial (WSFS) in Q4 2025: 12 shares worth $663. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in WSFS as recently as Q3 2024.

CIBC Private Wealth Group first reported a position in WSFS in Q1 2024 and has held it in 4 quarters since. The position peaked at $4.33K in Q3 2024. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • CIBC Private Wealth Group held 12 shares of WSFS Financial worth $663 as of Q4 2025.
  • WSFS Financial was a new CIBC Private Wealth Group position in Q4 2025.
  • WSFS Financial made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2990 holding.
  • CIBC Private Wealth Group first reported a position in WSFS Financial in Q1 2024 and has held it in 4 quarters since.
  • CIBC Private Wealth Group's WSFS Financial position peaked at $4.33K in Q3 2024.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.