IC
WSFS icon

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
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 $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

IEQ Capital's WSFS Position: Q1 2026 in Review

IEQ Capital increased its WSFS Financial (WSFS) stake by 126% in Q1 2026, buying an estimated $857K and bringing the position to 24,427 shares worth $1.6M. The position accounts for 0.01% of the portfolio, ranked #852.

IEQ Capital first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • IEQ Capital held 24,427 shares of WSFS Financial worth $1.6M as of Q1 2026.
  • IEQ Capital bought 13,602 WSFS Financial shares in Q1 2026, an estimated $857K.
  • WSFS Financial made up 0.01% of IEQ Capital's portfolio in Q1 2026, its #852 holding.
  • IEQ Capital first reported a position in WSFS Financial in Q3 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 IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.