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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
Q2 		– Sell
-92
Closed -$6.02K – 4726
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 $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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

MAI Capital Management's WSFS Position: Q2 2026 in Review

MAI Capital Management sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 92 shares — an estimated $6.02K sold.

MAI Capital Management first reported a position in WSFS in Q4 2024 and held it in 5 quarters. The position peaked at $6.02K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • MAI Capital Management reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 92 WSFS Financial shares in Q2 2026, an estimated $6.02K.
  • MAI Capital Management first reported a position in WSFS Financial in Q4 2024 and held it in 5 quarters.
  • MAI Capital Management's WSFS Financial position peaked at $6.02K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.