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TwinBeech Capital’s WSFS Financial WSFS Stock Holding History

TwinBeech Capital’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 		– Sell
-18,330
Closed -$1.01M – 860
2025
Q4 		$1.01M Buy
+18,330
New +$1M 0.07% 300
2025
Q3 		– Sell
-14,929
Closed -$821K – 886
2025
Q2 		$821K Buy
+14,929
New +$775K 0.02% 439
2021
Q3 		– Sell
-4,855
Closed -$226K – 782
2021
Q2 		$226K Buy
+4,855
New +$247K 0.03% 405

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

TwinBeech Capital's WSFS Position: Q1 2026 in Review

TwinBeech Capital sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 18,330 shares — an estimated $1.01M sold.

TwinBeech Capital first reported a position in WSFS in Q2 2021 and held it in 3 quarters. The position peaked at $1.01M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • TwinBeech Capital reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • TwinBeech Capital sold 18,330 WSFS Financial shares in Q1 2026, an estimated $1.01M.
  • TwinBeech Capital first reported a position in WSFS Financial in Q2 2021 and held it in 3 quarters.
  • TwinBeech Capital's WSFS Financial position peaked at $1.01M in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on TwinBeech Capital's 13F filing for Q1 2026, filed 15 May 2026.