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 Q1	$1.18M	Buy	+18,034	New	+$1.14M	0.21%	164

Other funds holding WSFS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Integrated Quantitative Investments's WSFS Position: Q1 2026 in Review

Integrated Quantitative Investments opened a new position in WSFS Financial (WSFS) in Q1 2026: 18,034 shares worth $1.18M. The stake represents 0.21% of the portfolio and ranks #164 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Integrated Quantitative Investments held 18,034 shares of WSFS Financial worth $1.18M as of Q1 2026.
WSFS Financial was a new Integrated Quantitative Investments position in Q1 2026.
WSFS Financial made up 0.21% of Integrated Quantitative Investments's portfolio in Q1 2026, its #164 holding.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Integrated Quantitative Investments's 13F filing for Q1 2026, filed 13 May 2026.