IndexIQ Advisors’s WSFS Financial WSFS Stock Holding History

IndexIQ Advisors’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
2022 Q1	$383K	Buy	+8,212	New	+$426K	0.01%	889
2021 Q1	–	Sell	-8,405	Closed	-$377K	–	1332
2020 Q4	$377K	Buy	8,405 +868	+12%	+$31.8K	0.01%	523
2020 Q3	$203K	Buy	7,537 +409	+6%	+$11.5K	0.01%	635
2020 Q2	$205K	Sell	7,128 -505	-7%	-$13.4K	0.01%	550
2020 Q1	$190K	Buy	+7,633	New	+$276K	0.01%	436

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's WSFS Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in WSFS Financial (WSFS) in Q1 2022: 8,212 shares worth $383K. The stake represents 0.01% of the portfolio and ranks #889 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in WSFS as recently as Q4 2020.

IndexIQ Advisors first reported a position in WSFS in Q1 2020 and has held it in 5 quarters since. 231 funds tracked by Wall St. Rank hold WSFS as of Q1 2022.

IndexIQ Advisors held 8,212 shares of WSFS Financial worth $383K as of Q1 2022.
WSFS Financial was a new IndexIQ Advisors position in Q1 2022.
WSFS Financial made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #889 holding.
IndexIQ Advisors first reported a position in WSFS Financial in Q1 2020 and has held it in 5 quarters since.
231 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.