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EntryPoint Capital’s WSFS Financial WSFS Stock Holding History

EntryPoint Capital’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 		$413K Hold
6,315
– – 0.12% 322
2025
Q4 		$349K Buy
+6,315
New +$346K 0.14% 300
2025
Q3 		– Sell
-5,050
Closed -$278K – 900
2025
Q2 		$278K Buy
+5,050
New +$262K 0.14% 317

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

EntryPoint Capital's WSFS Position: Q1 2026 in Review

EntryPoint Capital held its WSFS Financial (WSFS) position steady in Q1 2026 at 6,315 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #322.

EntryPoint Capital first reported a position in WSFS in Q2 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • EntryPoint Capital held 6,315 shares of WSFS Financial worth $413K as of Q1 2026.
  • EntryPoint Capital left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up 0.12% of EntryPoint Capital's portfolio in Q1 2026, its #322 holding.
  • EntryPoint Capital first reported a position in WSFS Financial in Q2 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on EntryPoint Capital's 13F filing for Q1 2026, filed 14 May 2026.