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Denali Advisors’s WSFS Financial WSFS Stock Holding History

Denali Advisors’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 		– Sell
-43,900
Closed -$2.43M – 350
2025
Q4 		$2.43M Buy
+43,900
New +$2.4M 0.27% 99
2024
Q3 		– Sell
-73,100
Closed -$3.44M – 300
2024
Q2 		$3.44M Buy
+73,100
New +$3.24M 0.94% 43

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Denali Advisors's WSFS Position: Q1 2026 in Review

Denali Advisors sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 43,900 shares — an estimated $2.43M sold.

Denali Advisors first reported a position in WSFS in Q2 2024 and held it in 2 quarters. The position peaked at $3.44M in Q2 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Denali Advisors reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Denali Advisors sold 43,900 WSFS Financial shares in Q1 2026, an estimated $2.43M.
  • Denali Advisors first reported a position in WSFS Financial in Q2 2024 and held it in 2 quarters.
  • Denali Advisors's WSFS Financial position peaked at $3.44M in Q2 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.