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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MQS Management's WSFS Position: Q1 2026 in Review

MQS Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 7,490 shares — an estimated $414K sold.

MQS Management first reported a position in WSFS in Q2 2025 and held it in 3 quarters. The position peaked at $607K in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

MQS Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
MQS Management sold 7,490 WSFS Financial shares in Q1 2026, an estimated $414K.
MQS Management first reported a position in WSFS Financial in Q2 2025 and held it in 3 quarters.
MQS Management's WSFS Financial position peaked at $607K in Q3 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on MQS Management's 13F filing for Q1 2026, filed 23 Apr 2026.