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 Q2	$1.54M	Buy	20,101 +5,933	+42%	+$425K	﹤0.01%	2195
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Quantinno Capital Management's WSFS Position: Q2 2026 in Review

Quantinno Capital Management increased its WSFS Financial (WSFS) stake by 42% in Q2 2026, buying an estimated $425K and bringing the position to 20,101 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2195.

Quantinno Capital Management first reported a position in WSFS in Q1 2020 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Quantinno Capital Management held 20,101 shares of WSFS Financial worth $1.54M as of Q2 2026.
Quantinno Capital Management bought 5,933 WSFS Financial shares in Q2 2026, an estimated $425K.
WSFS Financial made up ﹤0.01% of Quantinno Capital Management's portfolio in Q2 2026, its #2195 holding.
Quantinno Capital Management first reported a position in WSFS Financial in Q1 2020 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Quantinno Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.