KK
WSFS icon

KLP Kapitalforvaltning’s WSFS Financial WSFS Stock Holding History

KLP Kapitalforvaltning’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 		$781K Hold
11,930
– – ﹤0.01% 1166
2025
Q4 		$659K Sell
11,930
-400
-3% -$21.9K ﹤0.01% 1268
2025
Q3 		$665K Sell
12,330
-200
-2% -$11.3K ﹤0.01% 1258
2025
Q2 		$689K Buy
12,530
+1,000
+9% +$51.9K ﹤0.01% 1179
2025
Q1 		$598K Sell
11,530
-1,100
-9% -$59.2K ﹤0.01% 1204
2024
Q4 		$671K Buy
+12,630
New +$687K ﹤0.01% 1194

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

KLP Kapitalforvaltning's WSFS Position: Q1 2026 in Review

KLP Kapitalforvaltning held its WSFS Financial (WSFS) position steady in Q1 2026 at 11,930 shares worth $781K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

KLP Kapitalforvaltning first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • KLP Kapitalforvaltning held 11,930 shares of WSFS Financial worth $781K as of Q1 2026.
  • KLP Kapitalforvaltning left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of KLP Kapitalforvaltning's portfolio in Q1 2026, its #1166 holding.
  • KLP Kapitalforvaltning first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on KLP Kapitalforvaltning's 13F filing for Q1 2026, filed 29 Apr 2026.