IQI
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Integrated Quantitative Investments’s WSFS Financial WSFS Stock Holding History

Integrated Quantitative Investments’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 		$2.45M Buy
31,933
+13,899
+77% +$996K 0.4% 66
2026
Q1 		$1.18M Buy
+18,034
New +$1.14M 0.21% 164

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

Integrated Quantitative Investments's WSFS Position: Q2 2026 in Review

Integrated Quantitative Investments increased its WSFS Financial (WSFS) stake by 77% in Q2 2026, buying an estimated $996K and bringing the position to 31,933 shares worth $2.45M. The position accounts for 0.4% of the portfolio, ranked #66.

Integrated Quantitative Investments first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Integrated Quantitative Investments held 31,933 shares of WSFS Financial worth $2.45M as of Q2 2026.
  • Integrated Quantitative Investments bought 13,899 WSFS Financial shares in Q2 2026, an estimated $996K.
  • WSFS Financial made up 0.4% of Integrated Quantitative Investments's portfolio in Q2 2026, its #66 holding.
  • Integrated Quantitative Investments first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Integrated Quantitative Investments's 13F filing for Q2 2026, filed 14 Aug 2026.