Optiver Holding’s WSFS Financial WSFS Stock Holding History

Optiver Holding’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	-95	Closed	-$5.25K	–	2774
2025 Q4	$5.25K	Sell	95 -164	-63%	-$8.97K	﹤0.01%	1332
2025 Q3	$14K	Buy	259 +112	+76%	+$6.32K	﹤0.01%	1105
2025 Q2	$8.09K	Sell	147 -23	-14%	-$1.19K	﹤0.01%	1062
2025 Q1	$8.82K	Buy	+170	New	+$9.15K	﹤0.01%	927

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

Optiver Holding's WSFS Position: Q1 2026 in Review

Optiver Holding sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 95 shares — an estimated $5.25K sold.

Optiver Holding first reported a position in WSFS in Q1 2025 and held it in 4 quarters. The position peaked at $14K in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Optiver Holding reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Optiver Holding sold 95 WSFS Financial shares in Q1 2026, an estimated $5.25K.
Optiver Holding first reported a position in WSFS Financial in Q1 2025 and held it in 4 quarters.
Optiver Holding's WSFS Financial position peaked at $14K in Q3 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Optiver Holding's 13F filing for Q1 2026, filed 15 May 2026.