SJS Investment Consulting’s WSFS Financial WSFS Stock Holding History

SJS Investment Consulting’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	$1.18K	Buy	18 +9	+100%	+$567	﹤0.01%	1412
2025 Q4	$498	Buy	9 +1	+13%	+$55	﹤0.01%	1524
2025 Q3	$432	Hold	8	–	–	﹤0.01%	1279
2025 Q2	$440	Sell	8 -6	-43%	-$312	﹤0.01%	1154
2025 Q1	$727	Buy	14 +3	+27%	+$162	﹤0.01%	1118
2024 Q4	$585	Sell	11 -2	-15%	-$109	﹤0.01%	1193
2024 Q3	$663	Hold	13	–	–	﹤0.01%	1227
2024 Q2	$611	Hold	13	–	–	﹤0.01%	1222
2024 Q1	$587	Buy	13 +1	+8%	+$44	﹤0.01%	1235
2023 Q4	$552	Sell	12 -2	-14%	-$78	﹤0.01%	1216
2023 Q3	$511	Buy	14 +2	+17%	+$80	﹤0.01%	1209
2023 Q2	$453	Hold	12	–	–	﹤0.01%	1197
2023 Q1	$452	Sell	12 -4	-25%	-$184	﹤0.01%	1179
2022 Q4	$725	Sell	16 -15	-48%	-$705	﹤0.01%	1088
2022 Q3	$1K	Buy	+31	New	+$1.45K	﹤0.01%	951
2022 Q1	$0	Buy	+2	New	+$104	﹤0.01%	1396

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SJS Investment Consulting's WSFS Position: Q1 2026 in Review

SJS Investment Consulting increased its WSFS Financial (WSFS) stake by 100% in Q1 2026, buying an estimated $567 and bringing the position to 18 shares worth $1.18K. The position accounts for ﹤0.01% of the portfolio, ranked #1412.

SJS Investment Consulting first reported a position in WSFS in Q1 2022 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

SJS Investment Consulting held 18 shares of WSFS Financial worth $1.18K as of Q1 2026.
SJS Investment Consulting bought 9 WSFS Financial shares in Q1 2026, an estimated $567.
WSFS Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q1 2026, its #1412 holding.
SJS Investment Consulting first reported a position in WSFS Financial in Q1 2022 and has held it in 16 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on SJS Investment Consulting's 13F filing for Q1 2026, filed 23 Apr 2026.