QT
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Quantbot Technologies’s WSFS Financial WSFS Stock Holding History

Quantbot Technologies’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
-19,353
Closed -$1.07M – 2211
2025
Q4 		$1.07M Sell
19,353
-2,314
-11% -$127K 0.04% 668
2025
Q3 		$1.17M Buy
+21,667
New +$1.22M 0.03% 729
2023
Q4 		– Sell
-1,798
Closed -$65.6K – 2045
2023
Q3 		$65.6K Buy
+1,798
New +$71.7K ﹤0.01% 1190
2021
Q3 		– Sell
-4,216
Closed -$196K – 1956
2021
Q2 		$196K Buy
+4,216
New +$215K 0.02% 758
2020
Q3 		– Sell
-617
Closed -$17K – 1678
2020
Q2 		$17K Buy
+617
New +$16.3K ﹤0.01% 863
2018
Q4 		– Sell
-789
Closed -$37K – 1465
2018
Q3 		$37K Buy
+789
New +$40.6K ﹤0.01% 1082

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

Quantbot Technologies's WSFS Position: Q1 2026 in Review

Quantbot Technologies sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 19,353 shares — an estimated $1.07M sold.

Quantbot Technologies first reported a position in WSFS in Q3 2018 and held it in 6 quarters. The position peaked at $1.17M in Q3 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Quantbot Technologies reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Quantbot Technologies sold 19,353 WSFS Financial shares in Q1 2026, an estimated $1.07M.
  • Quantbot Technologies first reported a position in WSFS Financial in Q3 2018 and held it in 6 quarters.
  • Quantbot Technologies's WSFS Financial position peaked at $1.17M in Q3 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Quantbot Technologies's 13F filing for Q1 2026, filed 13 May 2026.