Michael Gelband’s WSFS Financial WSFS Stock Holding History

Michael Gelband’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	-57,013	Closed	-$3.15M	–	2158
2025 Q4	$3.15M	Buy	57,013 +4,604	+9%	+$252K	0.02%	625
2025 Q3	$2.83M	Buy	+52,409	New	+$2.96M	0.03%	609
2024 Q1	–	Sell	-14,550	Closed	-$668K	–	2010
2023 Q4	$668K	Sell	14,550 -46,455	-76%	-$1.82M	﹤0.01%	954
2023 Q3	$2.23M	Sell	61,005 -11,932	-16%	-$476K	0.02%	639
2023 Q2	$2.75M	Buy	72,937 +15,464	+27%	+$550K	0.02%	684
2023 Q1	$2.16M	Buy	57,473 +52,901	+1,157%	+$2.43M	0.02%	843
2022 Q4	$207K	Sell	4,572 -2,807	-38%	-$132K	﹤0.01%	1451
2022 Q3	$343K	Buy	+7,379	New	+$345K	﹤0.01%	1486
2022 Q1	–	Sell	-12,583	Closed	-$631K	–	2727
2021 Q4	$631K	Buy	+12,583	New	+$659K	0.01%	1276
2021 Q3	–	Sell	-21,111	Closed	-$984K	–	2703
2021 Q2	$984K	Buy	+21,111	New	+$1.08M	0.01%	1022
2021 Q1	–	Sell	-32,451	Closed	-$1.46M	–	2671
2020 Q4	$1.46M	Buy	+32,451	New	+$1.19M	0.01%	682
2020 Q3	–	Sell	-11,975	Closed	-$344K	–	2283
2020 Q2	$344K	Buy	+11,975	New	+$317K	0.01%	1249

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Michael Gelband's WSFS Position: Q1 2026 in Review

Michael Gelband sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 57,013 shares — an estimated $3.15M sold.

Michael Gelband first reported a position in WSFS in Q2 2020 and held it in 12 quarters. The position peaked at $3.15M in Q4 2025. 331 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Michael Gelband reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Michael Gelband sold 57,013 WSFS Financial shares in Q1 2026, an estimated $3.15M.
Michael Gelband first reported a position in WSFS Financial in Q2 2020 and held it in 12 quarters.
Michael Gelband's WSFS Financial position peaked at $3.15M in Q4 2025.
331 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on ExodusPoint Capital Management's 13F filing for Q1 2026, filed 14 May 2026.