FCM
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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
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

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

Fieldview Capital Management's WSFS Position: Q1 2026 in Review

Fieldview Capital Management reduced its WSFS Financial (WSFS) stake by 61% in Q1 2026, selling an estimated $426K and leaving 4,345 shares worth $284K. The position accounts for 0.08% of the portfolio, ranked #385.

Fieldview Capital Management first reported a position in WSFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $613K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Fieldview Capital Management held 4,345 shares of WSFS Financial worth $284K as of Q1 2026.
  • Fieldview Capital Management sold 6,757 WSFS Financial shares in Q1 2026, an estimated $426K.
  • WSFS Financial made up 0.08% of Fieldview Capital Management's portfolio in Q1 2026, its #385 holding.
  • Fieldview Capital Management first reported a position in WSFS Financial in Q4 2025 and has held it in 2 quarters since.
  • Fieldview Capital Management's WSFS Financial position peaked at $613K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

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