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International Assets Investment Management’s WSFS Financial WSFS Stock Holding History

International Assets Investment Management’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 		– Sell
-27
Closed -$1.49K – 2369
2025
Q4 		$1.49K Buy
+27
New +$1.48K ﹤0.01% 1987
2024
Q4 		– Sell
-918
Closed -$18 – 1978
2024
Q3 		$18 Buy
918
+900
+5,000% +$46.6K ﹤0.01% 1770
2024
Q2 		$846 Buy
+18
New +$797 ﹤0.01% 2122
2023
Q2 		– Sell
-73
Closed -$2.75K – 1155
2023
Q1 		$2.75K Buy
+73
New +$3.35K ﹤0.01% 973

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

International Assets Investment Management's WSFS Position: Q1 2026 in Review

International Assets Investment Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 27 shares — an estimated $1.49K sold.

International Assets Investment Management first reported a position in WSFS in Q1 2023 and held it in 4 quarters. The position peaked at $2.75K in Q1 2023. 330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • International Assets Investment Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • International Assets Investment Management sold 27 WSFS Financial shares in Q1 2026, an estimated $1.49K.
  • International Assets Investment Management first reported a position in WSFS Financial in Q1 2023 and held it in 4 quarters.
  • International Assets Investment Management's WSFS Financial position peaked at $2.75K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on International Assets Investment Management's 13F filing for Q1 2026, filed 1 May 2026.