OPERF
WSFS icon

Oregon Public Employees Retirement Fund’s WSFS Financial WSFS Stock Holding History

Oregon Public Employees Retirement Fund’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 		$799K Sell
12,203
-300
-2% -$18.9K 0.01% 976
2025
Q4 		$691K Sell
12,503
-100
-0.8% -$5.47K 0.01% 1031
2025
Q3 		$680K Sell
12,603
-400
-3% -$22.6K 0.01% 1021
2025
Q2 		$715K Sell
13,003
-400
-3% -$20.8K 0.01% 956
2025
Q1 		$695K Sell
13,403
-500
-4% -$26.9K 0.01% 963
2024
Q4 		$739K Sell
13,903
-100
-0.7% -$5.44K 0.01% 957
2024
Q3 		$714K Sell
14,003
-600
-4% -$31.1K 0.01% 995
2024
Q2 		$686K Sell
14,603
-1,590
-10% -$70.4K 0.01% 950
2024
Q1 		$731K Sell
16,193
-1,600
-9% -$69.6K 0.01% 994
2023
Q4 		$817K Sell
17,793
-400
-2% -$15.7K 0.01% 999
2023
Q3 		$664K Sell
18,193
-1,000
-5% -$39.9K 0.01% 1161
2023
Q2 		$724K Sell
19,193
-551
-3% -$19.6K 0.01% 1161
2023
Q1 		$743K Sell
19,744
-750
-4% -$34.4K 0.01% 1135
2022
Q4 		$929K Sell
20,494
-613
-3% -$28.8K 0.01% 1004
2022
Q3 		$981K Sell
21,107
-336
-2% -$15.7K 0.01% 932
2022
Q2 		$860K Sell
21,443
-3,400
-14% -$140K 0.01% 885
2022
Q1 		$1.16M Buy
24,843
+6,466
+35% +$335K 0.01% 1016
2021
Q4 		$921K Sell
18,377
-800
-4% -$41.9K 0.01% 1054
2021
Q3 		$984K Sell
19,177
-1,540
-7% -$69.2K 0.01% 1003
2021
Q2 		$965K Hold
20,717
– – 0.01% 1052
2021
Q1 		$1.03M Buy
+20,717
New +$998K 0.01% 996

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

Oregon Public Employees Retirement Fund's WSFS Position: Q1 2026 in Review

Oregon Public Employees Retirement Fund reduced its WSFS Financial (WSFS) stake by 2.4% in Q1 2026, selling an estimated $18.9K and leaving 12,203 shares worth $799K. The position accounts for 0.01% of the portfolio, ranked #976.

Oregon Public Employees Retirement Fund first reported a position in WSFS in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.16M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Oregon Public Employees Retirement Fund held 12,203 shares of WSFS Financial worth $799K as of Q1 2026.
  • Oregon Public Employees Retirement Fund sold 300 WSFS Financial shares in Q1 2026, an estimated $18.9K.
  • WSFS Financial made up 0.01% of Oregon Public Employees Retirement Fund's portfolio in Q1 2026, its #976 holding.
  • Oregon Public Employees Retirement Fund first reported a position in WSFS Financial in Q1 2021 and has held it in 21 quarters since.
  • Oregon Public Employees Retirement Fund's WSFS Financial position peaked at $1.16M in Q1 2022.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Oregon Public Employees Retirement Fund's 13F filing for Q1 2026, filed 29 Apr 2026.