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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
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 $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

Trexquant Investment's WSFS Position: Q1 2026 in Review

Trexquant Investment reduced its WSFS Financial (WSFS) stake by 26% in Q1 2026, selling an estimated $797K and leaving 35,838 shares worth $2.35M. The position accounts for 0.02% of the portfolio, ranked #934.

Trexquant Investment first reported a position in WSFS in Q4 2015 and has held it in 14 quarters since. The position peaked at $2.68M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Trexquant Investment held 35,838 shares of WSFS Financial worth $2.35M as of Q1 2026.
  • Trexquant Investment sold 12,648 WSFS Financial shares in Q1 2026, an estimated $797K.
  • WSFS Financial made up 0.02% of Trexquant Investment's portfolio in Q1 2026, its #934 holding.
  • Trexquant Investment first reported a position in WSFS Financial in Q4 2015 and has held it in 14 quarters since.
  • Trexquant Investment's WSFS Financial position peaked at $2.68M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Trexquant Investment's 13F filing for Q1 2026, filed 15 May 2026.