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MQS Management’s WSFS Financial WSFS Stock Holding History

MQS 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 		$353K Buy
+4,605
New +$330K 0.43% 89
2026
Q1 		– Sell
-7,490
Closed -$414K – 609
2025
Q4 		$414K Sell
7,490
-3,761
-33% -$206K 0.24% 164
2025
Q3 		$607K Buy
11,251
+4,599
+69% +$260K 0.35% 77
2025
Q2 		$366K Buy
+6,652
New +$345K 0.2% 214

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

MQS Management's WSFS Position: Q2 2026 in Review

MQS Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 4,605 shares worth $353K. The stake represents 0.43% of the portfolio and ranks #89 among its holdings. This is a return to the name: MQS Management previously reported a position in WSFS as recently as Q4 2025.

MQS Management first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. The position peaked at $607K in Q3 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • MQS Management held 4,605 shares of WSFS Financial worth $353K as of Q2 2026.
  • WSFS Financial was a new MQS Management position in Q2 2026.
  • WSFS Financial made up 0.43% of MQS Management's portfolio in Q2 2026, its #89 holding.
  • MQS Management first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • MQS Management's WSFS Financial position peaked at $607K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on MQS Management's 13F filing for Q2 2026, filed 7 Aug 2026.