PIS
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POM Investment Strategies’s WSFS Financial WSFS Stock Holding History

POM Investment Strategies’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
-1,506
Closed -$83.2K – 523
2025
Q4 		$83.2K Hold
1,506
– – 0.04% 51
2025
Q3 		$81.2K Hold
1,506
– – 0.04% 50
2025
Q2 		$82.8K Hold
1,506
– – 0.06% 36
2025
Q1 		$78.1K Hold
1,506
– – 0.09% 46
2024
Q4 		$80K Hold
1,506
– – 0.06% 61
2024
Q3 		$76.8K Hold
1,506
– – 0.06% 53
2024
Q2 		$70.8K Hold
1,506
– – 0.06% 61
2024
Q1 		$68K Hold
1,506
– – 0.06% 57
2023
Q4 		$69.2K Buy
+1,506
New +$59.1K 0.06% 52

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

POM Investment Strategies's WSFS Position: Q1 2026 in Review

POM Investment Strategies sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 1,506 shares — an estimated $83.2K sold.

POM Investment Strategies first reported a position in WSFS in Q4 2023 and held it in 9 quarters. The position peaked at $83.2K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • POM Investment Strategies reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • POM Investment Strategies sold 1,506 WSFS Financial shares in Q1 2026, an estimated $83.2K.
  • POM Investment Strategies first reported a position in WSFS Financial in Q4 2023 and held it in 9 quarters.
  • POM Investment Strategies's WSFS Financial position peaked at $83.2K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on POM Investment Strategies's 13F filing for Q1 2026, filed 11 May 2026.