EGM
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Engineers Gate Manager’s WSFS Financial WSFS Stock Holding History

Engineers Gate Manager’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
-17,252
Closed -$953K – 2615
2025
Q4 		$953K Sell
17,252
-12,940
-43% -$708K 0.01% 1063
2025
Q3 		$1.63M Buy
30,192
+25,859
+597% +$1.46M 0.02% 884
2025
Q2 		$238K Buy
+4,333
New +$225K ﹤0.01% 1833
2025
Q1 		– Sell
-32,124
Closed -$1.71M – 2623
2024
Q4 		$1.71M Buy
32,124
+12,843
+67% +$699K 0.03% 698
2024
Q3 		$983K Sell
19,281
-13,783
-42% -$714K 0.02% 996
2024
Q2 		$1.55M Buy
33,064
+3,279
+11% +$145K 0.04% 682
2024
Q1 		$1.34M Sell
29,785
-30,825
-51% -$1.34M 0.04% 671
2023
Q4 		$2.78M Buy
60,610
+13,867
+30% +$544K 0.08% 348
2023
Q3 		$1.71M Sell
46,743
-6,352
-12% -$253K 0.06% 443
2023
Q2 		$2M Sell
53,095
-11,120
-17% -$395K 0.08% 357
2023
Q1 		$2.42M Buy
64,215
+54,911
+590% +$2.52M 0.1% 267
2022
Q4 		$422K Buy
9,304
+3,696
+66% +$174K 0.03% 1000
2022
Q3 		$261K Sell
5,608
-4,289
-43% -$200K 0.02% 1183
2022
Q2 		$397K Buy
+9,897
New +$407K 0.01% 1236
2019
Q3 		– Sell
-31,887
Closed -$1.32M – 1650
2019
Q2 		$1.32M Buy
+31,887
New +$1.32M 0.07% 419
2019
Q1 		– Sell
-5,551
Closed -$210K – 1176
2018
Q4 		$210K Sell
5,551
-16,547
-75% -$697K 0.02% 737
2018
Q3 		$1.04M Buy
22,098
+17,377
+368% +$894K 0.08% 339
2018
Q2 		$252K Buy
+4,721
New +$245K 0.02% 724
2018
Q1 		– Sell
-15,300
Closed -$732K – 1002
2017
Q4 		$732K Buy
15,300
+6,900
+82% +$340K 0.05% 530
2017
Q3 		$410K Buy
+8,400
New +$379K 0.03% 579

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

Engineers Gate Manager's WSFS Position: Q1 2026 in Review

Engineers Gate Manager sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 17,252 shares — an estimated $953K sold.

Engineers Gate Manager first reported a position in WSFS in Q3 2017 and held it in 20 quarters. The position peaked at $2.78M in Q4 2023. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Engineers Gate Manager reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Engineers Gate Manager sold 17,252 WSFS Financial shares in Q1 2026, an estimated $953K.
  • Engineers Gate Manager first reported a position in WSFS Financial in Q3 2017 and held it in 20 quarters.
  • Engineers Gate Manager's WSFS Financial position peaked at $2.78M in Q4 2023.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Engineers Gate Manager's 13F filing for Q1 2026, filed 15 May 2026.