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Fieldview Capital Management’s WSFS Financial WSFS Stock Holding History

Fieldview Capital Management’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 		– Sell
-4,345
Closed -$284K – 735
2026
Q1 		$284K Sell
4,345
-6,757
-61% -$426K 0.08% 385
2025
Q4 		$613K Buy
+11,102
New +$607K 0.1% 242

Other funds holding WSFS

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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

Fieldview Capital Management's WSFS Position: Q2 2026 in Review

Fieldview Capital Management sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 4,345 shares — an estimated $284K sold.

Fieldview Capital Management first reported a position in WSFS in Q4 2025 and held it in 2 quarters. The position peaked at $613K in Q4 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Fieldview Capital Management reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Fieldview Capital Management sold 4,345 WSFS Financial shares in Q2 2026, an estimated $284K.
  • Fieldview Capital Management first reported a position in WSFS Financial in Q4 2025 and held it in 2 quarters.
  • Fieldview Capital Management's WSFS Financial position peaked at $613K in Q4 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Fieldview Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.