Swiss National Bank’s WSFS Financial WSFS Stock Holding History

Swiss National Bank’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	$7.08M	Sell	108,140 -1,900	-2%	-$120K	﹤0.01%	1139
2025 Q4	$6.08M	Hold	110,040	–	–	﹤0.01%	1245
2025 Q3	$5.93M	Sell	110,040 -1,800	-2%	-$102K	﹤0.01%	1237
2025 Q2	$6.15M	Sell	111,840 -2,300	-2%	-$119K	﹤0.01%	1165
2025 Q1	$5.92M	Sell	114,140 -2,400	-2%	-$129K	﹤0.01%	1163
2024 Q4	$6.19M	Sell	116,540 -800	-0.7%	-$43.5K	﹤0.01%	1191
2024 Q3	$5.98M	Sell	117,340 -1,200	-1%	-$62.2K	﹤0.01%	1217
2024 Q2	$5.57M	Sell	118,540 -1,300	-1%	-$57.5K	﹤0.01%	1210
2024 Q1	$5.41M	Sell	119,840 -500	-0.4%	-$21.8K	﹤0.01%	1250
2023 Q4	$5.53M	Sell	120,340 -14,700	-11%	-$577K	﹤0.01%	1245
2023 Q3	$4.93M	Buy	135,040 +1,400	+1%	+$55.8K	﹤0.01%	1288
2023 Q2	$5.04M	Buy	133,640 +700	+0.5%	+$24.9K	﹤0.01%	1309
2023 Q1	$5M	Sell	132,940 -20,400	-13%	-$936K	﹤0.01%	1272
2022 Q4	$6.95M	Hold	153,340	–	–	0.01%	1114
2022 Q3	$7.12M	Sell	153,340 -800	-0.5%	-$37.4K	0.01%	1068
2022 Q2	$6.18M	Sell	154,140 -600	-0.4%	-$24.7K	﹤0.01%	1199
2022 Q1	$7.21M	Buy	154,740 +50,100	+48%	+$2.6M	﹤0.01%	1216
2021 Q4	$5.25M	Sell	104,640 -600	-0.6%	-$31.4K	﹤0.01%	1433
2021 Q3	$5.4M	Hold	105,240	–	–	﹤0.01%	1408
2021 Q2	$4.9M	Sell	105,240 -10,000	-9%	-$509K	﹤0.01%	1512
2021 Q1	$5.74M	Buy	115,240 +700	+0.6%	+$33.7K	﹤0.01%	1374
2020 Q4	$5.14M	Sell	114,540 -500	-0.4%	-$18.3K	﹤0.01%	1361
2020 Q3	$3.1M	Hold	115,040	–	–	﹤0.01%	1477
2020 Q2	$3.3M	Buy	115,040 +18,700	+19%	+$495K	﹤0.01%	1401
2020 Q1	$2.4M	Hold	96,340	–	–	﹤0.01%	1343
2019 Q4	$4.24M	Buy	96,340 +1,000	+1%	+$43.7K	﹤0.01%	1270
2019 Q3	$4.2M	Hold	95,340	–	–	﹤0.01%	1198
2019 Q2	$3.94M	Buy	95,340 +500	+0.5%	+$20.7K	﹤0.01%	1270
2019 Q1	$3.66M	Buy	94,840 +38,640	+69%	+$1.61M	﹤0.01%	1288
2018 Q4	$2.13M	Buy	56,200 +1,500	+3%	+$63.1K	﹤0.01%	1530
2018 Q3	$2.58M	Hold	54,700	–	–	﹤0.01%	1553
2018 Q2	$2.92M	Hold	54,700	–	–	﹤0.01%	1460
2018 Q1	$2.62M	Buy	54,700 +2,400	+5%	+$119K	﹤0.01%	1463
2017 Q4	$2.5M	Hold	52,300	–	–	﹤0.01%	1497
2017 Q3	$2.55M	Hold	52,300	–	–	﹤0.01%	1453
2017 Q2	$2.37M	Buy	52,300 +3,300	+7%	+$151K	﹤0.01%	1477
2017 Q1	$2.25M	Buy	49,000 +2,800	+6%	+$127K	﹤0.01%	1490
2016 Q4	$2.14M	Buy	46,200 +1,600	+4%	+$64.3K	﹤0.01%	1503
2016 Q3	$1.63M	Sell	44,600 -1,900	-4%	-$68.5K	﹤0.01%	1646
2016 Q2	$1.5M	Hold	46,500	–	–	﹤0.01%	1712
2016 Q1	$1.46M	Buy	46,500 +8,600	+23%	+$260K	﹤0.01%	1645
2015 Q4	$1.23M	Buy	37,900 +2,300	+6%	+$73.5K	﹤0.01%	1675
2015 Q3	$1.03M	Buy	35,600 +5,000	+16%	+$141K	﹤0.01%	1768
2015 Q2	$837K	Hold	30,600	–	–	﹤0.01%	1906
2015 Q1	$771K	Buy	30,600 +1,500	+5%	+$38.3K	﹤0.01%	1905
2014 Q4	$746K	Hold	29,100	–	–	﹤0.01%	1904
2014 Q3	$695K	Hold	29,100	–	–	﹤0.01%	1884
2014 Q2	$715K	Hold	29,100	–	–	﹤0.01%	1928
2014 Q1	$693K	Buy	29,100 +6,600	+29%	+$159K	﹤0.01%	1932
2013 Q4	$581K	Buy	22,500 +7,500	+50%	+$175K	﹤0.01%	1888
2013 Q3	$301K	Sell	15,000 -1,200	-7%	-$24K	﹤0.01%	2214
2013 Q2	$283K	Buy	+16,200	New	+$269K	﹤0.01%	2241

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

Swiss National Bank's WSFS Position: Q1 2026 in Review

Swiss National Bank reduced its WSFS Financial (WSFS) stake by 1.7% in Q1 2026, selling an estimated $120K and leaving 108,140 shares worth $7.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1139.

Swiss National Bank first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.21M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Swiss National Bank held 108,140 shares of WSFS Financial worth $7.08M as of Q1 2026.
Swiss National Bank sold 1,900 WSFS Financial shares in Q1 2026, an estimated $120K.
WSFS Financial made up ﹤0.01% of Swiss National Bank's portfolio in Q1 2026, its #1139 holding.
Swiss National Bank first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
Swiss National Bank's WSFS Financial position peaked at $7.21M in Q1 2022.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Swiss National Bank's 13F filing for Q1 2026, filed 7 May 2026.