Optima Capital’s WSFS Financial WSFS Stock Holding History

Optima Capital’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	-9	Closed	-$497	–	1316
2025 Q4	$497	Buy	+9	New	+$492	﹤0.01%	1242

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

Optima Capital's WSFS Position: Q1 2026 in Review

Optima Capital sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 9 shares — an estimated $497 sold.

Optima Capital first reported a position in WSFS in Q4 2025 and held it in 1 quarter. The position peaked at $497 in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Optima Capital reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 9 WSFS Financial shares in Q1 2026, an estimated $497.
Optima Capital first reported a position in WSFS Financial in Q4 2025 and held it in 1 quarter.
Optima Capital's WSFS Financial position peaked at $497 in Q4 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.