Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s WSFS Financial WSFS Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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	-8,078	Closed	-$529K	–	1670
2026 Q1	$529K	Sell	8,078 -41,934	-84%	-$2.64M	﹤0.01%	1235
2025 Q4	$2.76M	Buy	+50,012	New	+$2.74M	﹤0.01%	821
2023 Q3	–	Sell	-62,500	Closed	-$2.36M	–	1302
2023 Q2	$2.36M	Buy	+62,500	New	+$2.22M	0.01%	569
2023 Q1	–	Sell	-22,000	Closed	-$997K	–	1508
2022 Q4	$997K	Buy	+22,000	New	+$1.03M	﹤0.01%	902

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WSFS Position: Q2 2026 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 8,078 shares — an estimated $529K sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WSFS in Q4 2022 and held it in 4 quarters. The position peaked at $2.76M in Q4 2025. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 8,078 WSFS Financial shares in Q2 2026, an estimated $529K.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in WSFS Financial in Q4 2022 and held it in 4 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's WSFS Financial position peaked at $2.76M in Q4 2025.
355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q2 2026, filed 13 Aug 2026.