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
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 $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

Pictet Asset Management's WSFS Position: Q1 2026 in Review

Pictet Asset Management increased its WSFS Financial (WSFS) stake by 11% in Q1 2026, buying an estimated $57.3K and bringing the position to 8,945 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #1370.

Pictet Asset Management first reported a position in WSFS in Q3 2023 and has held it in 11 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Pictet Asset Management held 8,945 shares of WSFS Financial worth $586K as of Q1 2026.
  • Pictet Asset Management bought 909 WSFS Financial shares in Q1 2026, an estimated $57.3K.
  • WSFS Financial made up ﹤0.01% of Pictet Asset Management's portfolio in Q1 2026, its #1370 holding.
  • Pictet Asset Management first reported a position in WSFS Financial in Q3 2023 and has held it in 11 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Pictet Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.