MCM
WSFS icon

MAI Capital Management’s WSFS Financial WSFS Stock Holding History

MAI Capital 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 		$6.02K Buy
92
+38
+70% +$2.4K ﹤0.01% 3414
2025
Q4 		$2.98K Buy
+54
New +$2.96K ﹤0.01% 3308
2025
Q3 		– Sell
-66
Closed -$3.63K – 4153
2025
Q2 		$3.63K Buy
66
+16
+32% +$831 ﹤0.01% 3195
2025
Q1 		$2.59K Hold
50
– – ﹤0.01% 2917
2024
Q4 		$2.66K Buy
+50
New +$2.72K ﹤0.01% 2963

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

MAI Capital Management's WSFS Position: Q1 2026 in Review

MAI Capital Management increased its WSFS Financial (WSFS) stake by 70% in Q1 2026, buying an estimated $2.4K and bringing the position to 92 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

MAI Capital Management first reported a position in WSFS in Q4 2024 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • MAI Capital Management held 92 shares of WSFS Financial worth $6.02K as of Q1 2026.
  • MAI Capital Management bought 38 WSFS Financial shares in Q1 2026, an estimated $2.4K.
  • WSFS Financial made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #3414 holding.
  • MAI Capital Management first reported a position in WSFS Financial in Q4 2024 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.