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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
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

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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

Elo Mutual Pension Insurance's WSFS Position: Q1 2026 in Review

Elo Mutual Pension Insurance sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 18,544 shares — an estimated $1.02M sold.

Elo Mutual Pension Insurance first reported a position in WSFS in Q4 2025 and held it in 1 quarter. The position peaked at $1.02M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Elo Mutual Pension Insurance reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Elo Mutual Pension Insurance sold 18,544 WSFS Financial shares in Q1 2026, an estimated $1.02M.
  • Elo Mutual Pension Insurance first reported a position in WSFS Financial in Q4 2025 and held it in 1 quarter.
  • Elo Mutual Pension Insurance's WSFS Financial position peaked at $1.02M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Elo Mutual Pension Insurance's 13F filing for Q1 2026, filed 11 May 2026.