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Elo Mutual Pension Insurance’s WSFS Financial WSFS Stock Holding History

Elo Mutual Pension Insurance’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 		$1.07M Buy
+13,958
New +$1M 0.01% 497
2026
Q1 		– Sell
-18,544
Closed -$1.02M – 691
2025
Q4 		$1.02M Buy
+18,544
New +$1.01M 0.02% 507

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

Elo Mutual Pension Insurance's WSFS Position: Q2 2026 in Review

Elo Mutual Pension Insurance opened a new position in WSFS Financial (WSFS) in Q2 2026: 13,958 shares worth $1.07M. The stake represents 0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Elo Mutual Pension Insurance previously reported a position in WSFS as recently as Q4 2025.

Elo Mutual Pension Insurance first reported a position in WSFS in Q4 2025 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Elo Mutual Pension Insurance held 13,958 shares of WSFS Financial worth $1.07M as of Q2 2026.
  • WSFS Financial was a new Elo Mutual Pension Insurance position in Q2 2026.
  • WSFS Financial made up 0.01% of Elo Mutual Pension Insurance's portfolio in Q2 2026, its #497 holding.
  • Elo Mutual Pension Insurance first reported a position in WSFS Financial in Q4 2025 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.