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SummerHaven Investment Management’s WSFS Financial WSFS Stock Holding History

SummerHaven Investment 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
Q1 		$848K Sell
12,953
-1,609
-11% -$101K 0.52% 82
2025
Q4 		$804K Hold
14,562
– – 0.46% 127
2025
Q3 		$785K Buy
+14,562
New +$822K 0.46% 140

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

SummerHaven Investment Management's WSFS Position: Q1 2026 in Review

SummerHaven Investment Management reduced its WSFS Financial (WSFS) stake by 11% in Q1 2026, selling an estimated $101K and leaving 12,953 shares worth $848K. The position accounts for 0.52% of the portfolio, ranked #82.

SummerHaven Investment Management first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • SummerHaven Investment Management held 12,953 shares of WSFS Financial worth $848K as of Q1 2026.
  • SummerHaven Investment Management sold 1,609 WSFS Financial shares in Q1 2026, an estimated $101K.
  • WSFS Financial made up 0.52% of SummerHaven Investment Management's portfolio in Q1 2026, its #82 holding.
  • SummerHaven Investment Management first reported a position in WSFS Financial in Q3 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on SummerHaven Investment Management's 13F filing for Q1 2026, filed 24 Apr 2026.