QCM
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Quantinno Capital Management’s WSFS Financial WSFS Stock Holding History

Quantinno Capital 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 		$927K Buy
14,168
+4,730
+50% +$298K ﹤0.01% 2227
2025
Q4 		$521K Buy
9,438
+1,947
+26% +$107K ﹤0.01% 2390
2025
Q3 		$404K Buy
7,491
+3,345
+81% +$189K ﹤0.01% 2205
2025
Q2 		$228K Buy
+4,146
New +$215K ﹤0.01% 2238
2020
Q2 		– Sell
-11,625
Closed -$290K – 464
2020
Q1 		$290K Buy
+11,625
New +$420K 0.18% 285

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

Quantinno Capital Management's WSFS Position: Q1 2026 in Review

Quantinno Capital Management increased its WSFS Financial (WSFS) stake by 50% in Q1 2026, buying an estimated $298K and bringing the position to 14,168 shares worth $927K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Quantinno Capital Management first reported a position in WSFS in Q1 2020 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Quantinno Capital Management held 14,168 shares of WSFS Financial worth $927K as of Q1 2026.
  • Quantinno Capital Management bought 4,730 WSFS Financial shares in Q1 2026, an estimated $298K.
  • WSFS Financial made up ﹤0.01% of Quantinno Capital Management's portfolio in Q1 2026, its #2227 holding.
  • Quantinno Capital Management first reported a position in WSFS Financial in Q1 2020 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Quantinno Capital Management's 13F filing for Q1 2026, filed 15 May 2026.