Pictet Asset Management
WSFS icon

Pictet Asset Management’s WSFS Financial WSFS Stock Holding History

Pictet Asset Management’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 		$633K Sell
8,244
-701
-8% -$50.2K ﹤0.01% 1383
2026
Q1 		$586K Buy
8,945
+909
+11% +$57.3K ﹤0.01% 1370
2025
Q4 		$444K Hold
8,036
– – ﹤0.01% 1509
2025
Q3 		$433K Hold
8,036
– – ﹤0.01% 1454
2025
Q2 		$442K Hold
8,036
– – ﹤0.01% 1410
2025
Q1 		$417K Buy
8,036
+658
+9% +$35.4K ﹤0.01% 1441
2024
Q4 		$392K Hold
7,378
– – ﹤0.01% 1497
2024
Q3 		$376K Sell
7,378
-646
-8% -$33.5K ﹤0.01% 1474
2024
Q2 		$377K Buy
8,024
+1,181
+17% +$52.3K ﹤0.01% 1400
2024
Q1 		$309K Buy
6,843
+1,083
+19% +$47.1K ﹤0.01% 1524
2023
Q4 		$265K Hold
5,760
– – ﹤0.01% 1608
2023
Q3 		$210K Buy
+5,760
New +$230K ﹤0.01% 1662

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Pictet Asset Management's WSFS Position: Q2 2026 in Review

Pictet Asset Management reduced its WSFS Financial (WSFS) stake by 7.8% in Q2 2026, selling an estimated $50.2K and leaving 8,244 shares worth $633K. The position accounts for ﹤0.01% of the portfolio, ranked #1383.

Pictet Asset Management first reported a position in WSFS in Q3 2023 and has held it in 12 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Pictet Asset Management held 8,244 shares of WSFS Financial worth $633K as of Q2 2026.
  • Pictet Asset Management sold 701 WSFS Financial shares in Q2 2026, an estimated $50.2K.
  • WSFS Financial made up ﹤0.01% of Pictet Asset Management's portfolio in Q2 2026, its #1383 holding.
  • Pictet Asset Management first reported a position in WSFS Financial in Q3 2023 and has held it in 12 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Pictet Asset Management's 13F filing for Q2 2026, filed 30 Jul 2026.