Nisa Investment Advisors
WSFS icon

Nisa Investment Advisors’s WSFS Financial WSFS Stock Holding History

Nisa Investment Advisors’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 		$190K Buy
2,905
+25
+0.9% +$1.58K ﹤0.01% 1225
2025
Q4 		$159K Buy
2,880
+63
+2% +$3.45K ﹤0.01% 1288
2025
Q3 		$152K Buy
2,817
+203
+8% +$11.5K ﹤0.01% 1319
2025
Q2 		$144K Sell
2,614
-11
-0.4% -$571 ﹤0.01% 1301
2025
Q1 		$136K Sell
2,625
-335
-11% -$18K ﹤0.01% 1324
2024
Q4 		$157K Hold
2,960
– – ﹤0.01% 1358
2024
Q3 		$151K Hold
2,960
– – ﹤0.01% 1343
2024
Q2 		$139K Buy
2,960
+25
+0.9% +$1.11K ﹤0.01% 1398
2024
Q1 		$132K Buy
2,935
+390
+15% +$17K ﹤0.01% 1401
2023
Q4 		$117K Sell
2,545
-10
-0.4% -$392 ﹤0.01% 1401
2023
Q3 		$93.3K Sell
2,555
-35
-1% -$1.4K ﹤0.01% 1525
2023
Q2 		$97.7K Buy
2,590
+685
+36% +$24.3K ﹤0.01% 1515
2023
Q1 		$72K Buy
1,905
+9
+0.5% +$413 ﹤0.01% 1608
2022
Q4 		$86K Hold
1,896
– – ﹤0.01% 1605
2022
Q3 		$88K Buy
1,896
+46
+2% +$2.15K ﹤0.01% 1549
2022
Q2 		$74K Sell
1,850
-3,050
-62% -$126K ﹤0.01% 1595
2022
Q1 		$228K Buy
4,900
+1,150
+31% +$59.6K ﹤0.01% 1330
2021
Q4 		$196K Buy
3,750
+1,800
+92% +$94.3K ﹤0.01% 1277
2021
Q3 		$100 Hold
1,950
– – ﹤0.01% 1704
2021
Q2 		$91 Hold
1,950
– – ﹤0.01% 1741
2021
Q1 		$97 Hold
1,950
– – ﹤0.01% 1759
2020
Q4 		$88K Sell
1,950
-100
-5% -$3.67K ﹤0.01% 1789
2020
Q3 		$55K Buy
+2,050
New +$57.9K ﹤0.01% 1769

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

Nisa Investment Advisors's WSFS Position: Q1 2026 in Review

Nisa Investment Advisors increased its WSFS Financial (WSFS) stake by 0.87% in Q1 2026, buying an estimated $1.58K and bringing the position to 2,905 shares worth $190K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Nisa Investment Advisors first reported a position in WSFS in Q3 2020 and has held it in 23 quarters since. The position peaked at $228K in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Nisa Investment Advisors held 2,905 shares of WSFS Financial worth $190K as of Q1 2026.
  • Nisa Investment Advisors bought 25 WSFS Financial shares in Q1 2026, an estimated $1.58K.
  • WSFS Financial made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q1 2026, its #1225 holding.
  • Nisa Investment Advisors first reported a position in WSFS Financial in Q3 2020 and has held it in 23 quarters since.
  • Nisa Investment Advisors's WSFS Financial position peaked at $228K in Q1 2022.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Nisa Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.