Nikko Asset Management Americas’s WSFS Financial WSFS Stock Holding History

Nikko Asset Management Americas’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	$39.8K	Buy	+519	New	+$37.2K	﹤0.01%	241

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Nikko Asset Management Americas's WSFS Position: Q2 2026 in Review

Nikko Asset Management Americas opened a new position in WSFS Financial (WSFS) in Q2 2026: 519 shares worth $39.8K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings.

356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Nikko Asset Management Americas held 519 shares of WSFS Financial worth $39.8K as of Q2 2026.
WSFS Financial was a new Nikko Asset Management Americas position in Q2 2026.
WSFS Financial made up ﹤0.01% of Nikko Asset Management Americas's portfolio in Q2 2026, its #241 holding.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Nikko Asset Management Americas's 13F filing for Q2 2026, filed 13 Aug 2026.