MOACM
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Mutual of America Capital Management’s WSFS Financial WSFS Stock Holding History

Mutual of America 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 		$400K Sell
6,112
-137
-2% -$8.64K ﹤0.01% 1122
2025
Q4 		$345K Sell
6,249
-20
-0.3% -$1.09K ﹤0.01% 1162
2025
Q3 		$338K Sell
6,269
-1,025
-14% -$57.9K ﹤0.01% 1155
2025
Q2 		$401K Sell
7,294
-1,248
-15% -$64.8K ﹤0.01% 1134
2025
Q1 		$443K Sell
8,542
-380
-4% -$20.5K 0.01% 1136
2024
Q4 		$474K Buy
8,922
+7
+0.1% +$381 0.01% 1137
2024
Q3 		$455K Sell
8,915
-963
-10% -$49.9K ﹤0.01% 1174
2024
Q2 		$464K Sell
9,878
-552
-5% -$24.4K 0.01% 1153
2024
Q1 		$471K Sell
10,430
-200
-2% -$8.7K 0.01% 1167
2023
Q4 		$488K Sell
10,630
-71
-0.7% -$2.79K 0.01% 1164
2023
Q3 		$391K Sell
10,701
-1,302
-11% -$51.9K ﹤0.01% 1177
2023
Q2 		$453K Sell
12,003
-685
-5% -$24.3K 0.01% 1159
2023
Q1 		$477K Sell
12,688
-219
-2% -$10.1K 0.01% 1143
2022
Q4 		$585K Buy
12,907
+272
+2% +$12.8K 0.01% 1097
2022
Q3 		$587K Buy
12,635
+1,763
+16% +$82.4K 0.01% 1092
2022
Q2 		$436K Buy
10,872
+1,437
+15% +$59.1K 0.01% 1127
2022
Q1 		$440K Buy
9,435
+2,936
+45% +$152K ﹤0.01% 1139
2021
Q4 		$326K Buy
6,499
+160
+3% +$8.38K ﹤0.01% 1214
2021
Q3 		$325K Sell
6,339
-418
-6% -$18.8K ﹤0.01% 1209
2021
Q2 		$315K Buy
6,757
+414
+7% +$21.1K ﹤0.01% 1266
2021
Q1 		$316K Buy
+6,343
New +$305K ﹤0.01% 1243
2015
Q1 		– Sell
-1,239
Closed -$32K – 1252
2014
Q4 		$32K Hold
1,239
– – ﹤0.01% 1213
2014
Q3 		$30K Hold
1,239
– – ﹤0.01% 1230
2014
Q2 		$30K Sell
1,239
-1,050
-46% -$24.4K ﹤0.01% 1244
2014
Q1 		$55K Hold
2,289
– – ﹤0.01% 1183
2013
Q4 		$59K Buy
+2,289
New +$53.5K ﹤0.01% 1176

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

Mutual of America Capital Management's WSFS Position: Q1 2026 in Review

Mutual of America Capital Management reduced its WSFS Financial (WSFS) stake by 2.2% in Q1 2026, selling an estimated $8.64K and leaving 6,112 shares worth $400K. The position accounts for ﹤0.01% of the portfolio, ranked #1122.

Mutual of America Capital Management first reported a position in WSFS in Q4 2013 and has held it in 26 quarters since. The position peaked at $587K in Q3 2022. 330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Mutual of America Capital Management held 6,112 shares of WSFS Financial worth $400K as of Q1 2026.
  • Mutual of America Capital Management sold 137 WSFS Financial shares in Q1 2026, an estimated $8.64K.
  • WSFS Financial made up ﹤0.01% of Mutual of America Capital Management's portfolio in Q1 2026, its #1122 holding.
  • Mutual of America Capital Management first reported a position in WSFS Financial in Q4 2013 and has held it in 26 quarters since.
  • Mutual of America Capital Management's WSFS Financial position peaked at $587K in Q3 2022.
  • 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Mutual of America Capital Management's 13F filing for Q1 2026, filed 7 May 2026.