Qube Research & Technologies (QRT)
WSFS icon

Qube Research & Technologies (QRT)’s WSFS Financial WSFS Stock Holding History

Qube Research & Technologies (QRT)’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 		$802K Sell
12,247
-164,381
-93% -$10.4M ﹤0.01% 2579
2025
Q4 		$9.76M Buy
176,628
+87,505
+98% +$4.79M 0.01% 1364
2025
Q3 		$4.81M Buy
+89,123
New +$5.03M 0.01% 1773
2024
Q4 		– Sell
-32,614
Closed -$1.66M – 3862
2024
Q3 		$1.66M Buy
+32,614
New +$1.69M ﹤0.01% 1824
2024
Q1 		– Sell
-31,314
Closed -$1.44M – 4928
2023
Q4 		$1.44M Sell
31,314
-1,117
-3% -$43.8K ﹤0.01% 1706
2023
Q3 		$1.18M Buy
32,431
+21,065
+185% +$840K ﹤0.01% 1645
2023
Q2 		$429K Sell
11,366
-43,488
-79% -$1.55M ﹤0.01% 1554
2023
Q1 		$2.06M Buy
54,854
+41,200
+302% +$1.89M 0.01% 995
2022
Q4 		$619K Buy
+13,654
New +$642K ﹤0.01% 1398
2022
Q3 		– Sell
-70,721
Closed -$2.83M – 3104
2022
Q2 		$2.83M Sell
70,721
-19,574
-22% -$806K 0.02% 681
2022
Q1 		$4.21M Buy
+90,295
New +$4.68M 0.04% 558
2021
Q1 		– Sell
-5,843
Closed -$262K – 2471
2020
Q4 		$262K Buy
+5,843
New +$214K ﹤0.01% 1413
2020
Q3 		– Sell
-12,396
Closed -$356K – 2160
2020
Q2 		$356K Buy
+12,396
New +$328K 0.01% 1232
2020
Q1 		– Sell
-13,866
Closed -$610K – 1733
2019
Q4 		$610K Buy
+13,866
New +$606K 0.02% 856

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

Qube Research & Technologies (QRT)'s WSFS Position: Q1 2026 in Review

Qube Research & Technologies (QRT) reduced its WSFS Financial (WSFS) stake by 93% in Q1 2026, selling an estimated $10.4M and leaving 12,247 shares worth $802K. The position accounts for ﹤0.01% of the portfolio, ranked #2579.

Qube Research & Technologies (QRT) first reported a position in WSFS in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.76M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Qube Research & Technologies (QRT) held 12,247 shares of WSFS Financial worth $802K as of Q1 2026.
  • Qube Research & Technologies (QRT) sold 164,381 WSFS Financial shares in Q1 2026, an estimated $10.4M.
  • WSFS Financial made up ﹤0.01% of Qube Research & Technologies (QRT)'s portfolio in Q1 2026, its #2579 holding.
  • Qube Research & Technologies (QRT) first reported a position in WSFS Financial in Q4 2019 and has held it in 14 quarters since.
  • Qube Research & Technologies (QRT)'s WSFS Financial position peaked at $9.76M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q1 2026, filed 15 May 2026.