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Trexquant Investment’s WSFS Financial WSFS Stock Holding History

Trexquant Investment’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 		– Sell
-35,838
Closed -$2.35M – 2276
2026
Q1 		$2.35M Sell
35,838
-12,648
-26% -$797K 0.02% 934
2025
Q4 		$2.68M Buy
48,486
+7,498
+18% +$410K 0.02% 878
2025
Q3 		$2.21M Buy
+40,988
New +$2.31M 0.02% 875
2023
Q2 		– Sell
-40,459
Closed -$1.52M – 1858
2023
Q1 		$1.52M Buy
+40,459
New +$1.86M 0.04% 559
2021
Q3 		– Sell
-4,998
Closed -$233K – 1533
2021
Q2 		$233K Buy
+4,998
New +$255K 0.02% 831
2019
Q4 		– Sell
-5,056
Closed -$223K – 1298
2019
Q3 		$223K Buy
+5,056
New +$213K 0.02% 714
2019
Q2 		– Sell
-10,424
Closed -$402K – 1164
2019
Q1 		$402K Sell
10,424
-814
-7% -$33.9K 0.03% 650
2018
Q4 		$426K Buy
11,238
+6,644
+145% +$280K 0.03% 665
2018
Q3 		$217K Buy
+4,594
New +$236K 0.02% 798
2018
Q1 		– Sell
-6,405
Closed -$306K – 1427
2017
Q4 		$306K Buy
+6,405
New +$316K 0.03% 743
2017
Q2 		– Sell
-9,282
Closed -$427K – 1219
2017
Q1 		$427K Sell
9,282
-4,726
-34% -$215K 0.05% 606
2016
Q4 		$649K Buy
14,008
+7,965
+132% +$320K 0.1% 330
2016
Q3 		$221K Buy
+6,043
New +$218K 0.05% 599
2016
Q1 		– Sell
-10,000
Closed -$324K – 1209
2015
Q4 		$324K Buy
+10,000
New +$319K 0.03% 820

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

Trexquant Investment's WSFS Position: Q2 2026 in Review

Trexquant Investment sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 35,838 shares — an estimated $2.35M sold.

Trexquant Investment first reported a position in WSFS in Q4 2015 and held it in 14 quarters. The position peaked at $2.68M in Q4 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Trexquant Investment reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Trexquant Investment sold 35,838 WSFS Financial shares in Q2 2026, an estimated $2.35M.
  • Trexquant Investment first reported a position in WSFS Financial in Q4 2015 and held it in 14 quarters.
  • Trexquant Investment's WSFS Financial position peaked at $2.68M in Q4 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Trexquant Investment's 13F filing for Q2 2026, filed 14 Aug 2026.