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CIBC World Markets’s WSFS Financial WSFS Stock Holding History

CIBC World Markets’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 		$205K Buy
+3,705
New +$203K ﹤0.01% 1120
2025
Q2 		$393K Sell
7,151
-5,835
-45% -$303K ﹤0.01% 973
2025
Q1 		$674K Buy
12,986
+7,453
+135% +$401K 0.01% 860
2024
Q4 		$294K Buy
+5,533
New +$301K ﹤0.01% 943

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 World Markets's WSFS Position: Q4 2025 in Review

CIBC World Markets opened a new position in WSFS Financial (WSFS) in Q4 2025: 3,705 shares worth $205K. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: CIBC World Markets previously reported a position in WSFS as recently as Q2 2025.

CIBC World Markets first reported a position in WSFS in Q4 2024 and has held it in 4 quarters since. The position peaked at $674K in Q1 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • CIBC World Markets held 3,705 shares of WSFS Financial worth $205K as of Q4 2025.
  • WSFS Financial was a new CIBC World Markets position in Q4 2025.
  • WSFS Financial made up ﹤0.01% of CIBC World Markets's portfolio in Q4 2025, its #1120 holding.
  • CIBC World Markets first reported a position in WSFS Financial in Q4 2024 and has held it in 4 quarters since.
  • CIBC World Markets's WSFS Financial position peaked at $674K in Q1 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on CIBC World Markets's 13F filing for Q4 2025, filed 12 Feb 2026.