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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
Q2 		$6.29K Buy
82
+64
+356% +$4.59K ﹤0.01% 1288
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

SJS Investment Consulting's WSFS Position: Q2 2026 in Review

SJS Investment Consulting increased its WSFS Financial (WSFS) stake by 356% in Q2 2026, buying an estimated $4.59K and bringing the position to 82 shares worth $6.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1288.

SJS Investment Consulting first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • SJS Investment Consulting held 82 shares of WSFS Financial worth $6.29K as of Q2 2026.
  • SJS Investment Consulting bought 64 WSFS Financial shares in Q2 2026, an estimated $4.59K.
  • WSFS Financial made up ﹤0.01% of SJS Investment Consulting's portfolio in Q2 2026, its #1288 holding.
  • SJS Investment Consulting first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on SJS Investment Consulting's 13F filing for Q2 2026, filed 22 Jul 2026.