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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
Q2 		$395K Sell
5,153
-6,822
-57% -$489K ﹤0.01% 2187
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 $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

Tidal Investments's WSFS Position: Q2 2026 in Review

Tidal Investments reduced its WSFS Financial (WSFS) stake by 57% in Q2 2026, selling an estimated $489K and leaving 5,153 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

Tidal Investments first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. The position peaked at $784K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Tidal Investments held 5,153 shares of WSFS Financial worth $395K as of Q2 2026.
  • Tidal Investments sold 6,822 WSFS Financial shares in Q2 2026, an estimated $489K.
  • WSFS Financial made up ﹤0.01% of Tidal Investments's portfolio in Q2 2026, its #2187 holding.
  • Tidal Investments first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
  • Tidal Investments's WSFS Financial position peaked at $784K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.