iSAM Funds (UK)’s WSFS Financial WSFS Stock Holding History

iSAM Funds (UK)’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
2025 Q4	–	Sell	-6,165	Closed	-$332K	–	730
2025 Q3	$332K	Buy	+6,165	New	+$348K	0.07%	333

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

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

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

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

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

iSAM Funds (UK)'s WSFS Position: Q4 2025 in Review

iSAM Funds (UK) sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 6,165 shares — an estimated $332K sold.

iSAM Funds (UK) first reported a position in WSFS in Q3 2025 and held it in 1 quarter. The position peaked at $332K in Q3 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

iSAM Funds (UK) reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
iSAM Funds (UK) sold 6,165 WSFS Financial shares in Q4 2025, an estimated $332K.
iSAM Funds (UK) first reported a position in WSFS Financial in Q3 2025 and held it in 1 quarter.
iSAM Funds (UK)'s WSFS Financial position peaked at $332K in Q3 2025.
314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on iSAM Funds (UK)'s 13F filing for Q4 2025, filed 17 Feb 2026.