State of Wisconsin Investment Board
WSFS icon

State of Wisconsin Investment Board’s WSFS Financial WSFS Stock Holding History

State of Wisconsin Investment Board’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 		$349K Buy
+5,327
New +$336K ﹤0.01% 2162
2025
Q4 		– Sell
-5,478
Closed -$295K – 2589
2025
Q3 		$295K Sell
5,478
-4
-0.1% -$226 ﹤0.01% 2114
2025
Q2 		$302K Sell
5,482
-720
-12% -$37.4K ﹤0.01% 2058
2025
Q1 		$322K Buy
6,202
+711
+13% +$38.3K ﹤0.01% 1942
2024
Q4 		$292K Buy
5,491
+171
+3% +$9.3K ﹤0.01% 2017
2024
Q3 		$271K Buy
5,320
+388
+8% +$20.1K ﹤0.01% 2073
2024
Q2 		$232K Buy
4,932
+188
+4% +$8.32K ﹤0.01% 2109
2024
Q1 		$214K Sell
4,744
-12,947
-73% -$563K ﹤0.01% 2052
2023
Q4 		$813K Buy
17,691
+11,082
+168% +$435K ﹤0.01% 1457
2023
Q3 		$241K Buy
+6,609
New +$264K ﹤0.01% 2161
2023
Q2 		– Sell
-8,956
Closed -$337K – 2549
2023
Q1 		$337K Buy
8,956
+1,039
+13% +$47.7K ﹤0.01% 2039
2022
Q4 		$359K Sell
7,917
-4,140
-34% -$195K ﹤0.01% 2029
2022
Q3 		$560K Sell
12,057
-22,873
-65% -$1.07M ﹤0.01% 1923
2022
Q2 		$1.4M Sell
34,930
-245,670
-88% -$10.1M ﹤0.01% 1477
2022
Q1 		$13.1M Buy
280,600
+10,100
+4% +$523K 0.03% 647
2021
Q4 		$13.6M Sell
270,500
-37,500
-12% -$1.96M 0.03% 645
2021
Q3 		$15.8M Sell
308,000
-11,100
-3% -$499K 0.03% 563
2021
Q2 		$14.9M Hold
319,100
– – 0.03% 574
2021
Q1 		$15.9M Sell
319,100
-20,300
-6% -$978K 0.03% 532
2020
Q4 		$15.2M Sell
339,400
-42,200
-11% -$1.55M 0.04% 511
2020
Q3 		$10.3M Buy
381,600
+18,300
+5% +$517K 0.03% 616
2020
Q2 		$10.4M Buy
363,300
+23,500
+7% +$622K 0.03% 578
2020
Q1 		$8.47M Buy
339,800
+13,582
+4% +$491K 0.03% 569
2019
Q4 		$14.3M Buy
326,218
+62,518
+24% +$2.73M 0.04% 526
2019
Q3 		$11.6M Buy
263,700
+61,500
+30% +$2.59M 0.03% 549
2019
Q2 		$8.35M Buy
202,200
+58,200
+40% +$2.41M 0.02% 677
2019
Q1 		$5.56M Buy
+144,000
New +$5.99M 0.02% 802

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

State of Wisconsin Investment Board's WSFS Position: Q1 2026 in Review

State of Wisconsin Investment Board opened a new position in WSFS Financial (WSFS) in Q1 2026: 5,327 shares worth $349K. The stake represents ﹤0.01% of the portfolio and ranks #2162 among its holdings. This is a return to the name: State of Wisconsin Investment Board previously reported a position in WSFS as recently as Q3 2025.

State of Wisconsin Investment Board first reported a position in WSFS in Q1 2019 and has held it in 27 quarters since. The position peaked at $15.9M in Q1 2021. 330 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • State of Wisconsin Investment Board held 5,327 shares of WSFS Financial worth $349K as of Q1 2026.
  • WSFS Financial was a new State of Wisconsin Investment Board position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of State of Wisconsin Investment Board's portfolio in Q1 2026, its #2162 holding.
  • State of Wisconsin Investment Board first reported a position in WSFS Financial in Q1 2019 and has held it in 27 quarters since.
  • State of Wisconsin Investment Board's WSFS Financial position peaked at $15.9M in Q1 2021.
  • 330 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on State of Wisconsin Investment Board's 13F filing for Q1 2026, filed 15 May 2026.