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IEQ Capital’s WSFS Financial WSFS Stock Holding History

IEQ 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
Q2 		$576K Sell
7,504
-16,923
-69% -$1.21M ﹤0.01% 1336
2026
Q1 		$1.6M Buy
24,427
+13,602
+126% +$857K 0.01% 852
2025
Q4 		$598K Buy
10,825
+6,487
+150% +$355K ﹤0.01% 1246
2025
Q3 		$234K Buy
+4,338
New +$245K ﹤0.01% 1624

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

IEQ Capital's WSFS Position: Q2 2026 in Review

IEQ Capital reduced its WSFS Financial (WSFS) stake by 69% in Q2 2026, selling an estimated $1.21M and leaving 7,504 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1336.

IEQ Capital first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.6M in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • IEQ Capital held 7,504 shares of WSFS Financial worth $576K as of Q2 2026.
  • IEQ Capital sold 16,923 WSFS Financial shares in Q2 2026, an estimated $1.21M.
  • WSFS Financial made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1336 holding.
  • IEQ Capital first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • IEQ Capital's WSFS Financial position peaked at $1.6M in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.