TI
WSFS icon

Tidal Investments’s WSFS Financial WSFS Stock Holding History

Tidal Investments’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 		$784K Buy
11,975
+2,519
+27% +$159K ﹤0.01% 1617
2025
Q4 		$522K Sell
9,456
-18
-0.2% -$985 ﹤0.01% 1614
2025
Q3 		$511K Sell
9,474
-155
-2% -$8.75K ﹤0.01% 1564
2025
Q2 		$530K Buy
+9,629
New +$500K ﹤0.01% 1365

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

Tidal Investments's WSFS Position: Q1 2026 in Review

Tidal Investments increased its WSFS Financial (WSFS) stake by 27% in Q1 2026, buying an estimated $159K and bringing the position to 11,975 shares worth $784K. The position accounts for ﹤0.01% of the portfolio, ranked #1617.

Tidal Investments first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Tidal Investments held 11,975 shares of WSFS Financial worth $784K as of Q1 2026.
  • Tidal Investments bought 2,519 WSFS Financial shares in Q1 2026, an estimated $159K.
  • WSFS Financial made up ﹤0.01% of Tidal Investments's portfolio in Q1 2026, its #1617 holding.
  • Tidal Investments first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Tidal Investments's 13F filing for Q1 2026, filed 15 May 2026.