UBS AM
WSFS icon

UBS AM’s WSFS Financial WSFS Stock Holding History

UBS AM’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 		$7.77M Buy
118,637
+1,819
+2% +$115K ﹤0.01% 1342
2025
Q4 		$6.45M Buy
116,818
+13,349
+13% +$730K ﹤0.01% 1330
2025
Q3 		$5.58M Sell
103,469
-61,139
-37% -$3.45M ﹤0.01% 1320
2025
Q2 		$9.05M Buy
164,608
+50,052
+44% +$2.6M ﹤0.01% 1406
2025
Q1 		$5.94M Sell
114,556
-19,380
-14% -$1.04M ﹤0.01% 1486
2024
Q4 		$7.12M Buy
133,936
+6,468
+5% +$352K ﹤0.01% 1427
2024
Q3 		$6.5M Sell
127,468
-13,636
-10% -$707K ﹤0.01% 1438
2024
Q2 		$6.63M Buy
141,104
+63,468
+82% +$2.81M ﹤0.01% 1336
2024
Q1 		$3.5M Hold
77,636
– – ﹤0.01% 1415
2023
Q4 		$3.57M Buy
77,636
+2,628
+4% +$103K ﹤0.01% 1414
2023
Q3 		$2.74M Buy
75,008
+6,096
+9% +$243K ﹤0.01% 1468
2023
Q2 		$2.59M Hold
68,912
– – ﹤0.01% 1532
2023
Q1 		$2.59M Buy
68,912
+2,085
+3% +$95.7K ﹤0.01% 1532
2022
Q4 		$3.03M Sell
66,827
-1,082
-2% -$50.9K ﹤0.01% 1355
2022
Q3 		$3.16M Sell
67,909
-21,320
-24% -$996K ﹤0.01% 1364
2022
Q2 		$3.58M Sell
89,229
-90
-0.1% -$3.7K ﹤0.01% 1344
2022
Q1 		$4.16M Buy
89,319
+23,749
+36% +$1.23M ﹤0.01% 1437
2021
Q4 		$3.29M Sell
65,570
-772
-1% -$40.4K ﹤0.01% 1612
2021
Q3 		$3.4M Hold
66,342
– – ﹤0.01% 1552
2021
Q2 		$3.09M Buy
66,342
+12,314
+23% +$627K ﹤0.01% 1643
2021
Q1 		$2.69M Sell
54,028
-2,129
-4% -$103K ﹤0.01% 1633
2020
Q4 		$2.52M Sell
56,157
-6,952
-11% -$255K ﹤0.01% 1589
2020
Q3 		$1.7M Buy
63,109
+11,522
+22% +$325K ﹤0.01% 1618
2020
Q2 		$1.48M Sell
51,587
-813
-2% -$21.5K ﹤0.01% 1634
2020
Q1 		$1.31M Sell
52,400
-400
-0.8% -$14.5K ﹤0.01% 1590
2019
Q4 		$2.32M Sell
52,800
-2,647
-5% -$116K ﹤0.01% 1529
2019
Q3 		$2.45M Buy
55,447
+4,703
+9% +$198K ﹤0.01% 1519
2019
Q2 		$2.1M Buy
50,744
+1,789
+4% +$74.2K ﹤0.01% 1566
2019
Q1 		$1.89M Buy
48,955
+30,517
+166% +$1.27M ﹤0.01% 1550
2018
Q4 		$699K Sell
18,438
-915
-5% -$38.5K ﹤0.01% 1869
2018
Q3 		$912K Hold
19,353
– – ﹤0.01% 1843
2018
Q2 		$1.03M Buy
19,353
+100
+0.5% +$5.19K ﹤0.01% 1807
2018
Q1 		$922K Buy
19,253
+1,286
+7% +$63.6K ﹤0.01% 1811
2017
Q4 		$860K Buy
17,967
+612
+4% +$30.2K ﹤0.01% 1806
2017
Q3 		$846K Buy
17,355
+4,881
+39% +$220K ﹤0.01% 1780
2017
Q2 		$566K Buy
12,474
+5,362
+75% +$245K ﹤0.01% 1845
2017
Q1 		$327K Buy
7,112
+2,100
+42% +$95.4K ﹤0.01% 1981
2016
Q4 		$232K Sell
5,012
-7,500
-60% -$302K ﹤0.01% 2051
2016
Q3 		$457K Hold
12,512
– – ﹤0.01% 2028
2016
Q2 		$403K Hold
12,512
– – ﹤0.01% 2066
2016
Q1 		$407K Buy
12,512
+718
+6% +$21.7K ﹤0.01% 2036
2015
Q4 		$382K Buy
11,794
+900
+8% +$28.7K ﹤0.01% 2205
2015
Q3 		$314K Buy
10,894
+2,194
+25% +$61.7K ﹤0.01% 2263
2015
Q2 		$238K Hold
8,700
– – ﹤0.01% 2502
2015
Q1 		$219K Hold
8,700
– – ﹤0.01% 2441
2014
Q4 		$223K Hold
8,700
– – ﹤0.01% 2416
2014
Q3 		$208K Hold
8,700
– – ﹤0.01% 2364
2014
Q2 		$214K Hold
8,700
– – ﹤0.01% 2377
2014
Q1 		$207K Hold
8,700
– – ﹤0.01% 2405
2013
Q4 		$225K Buy
+8,700
New +$203K ﹤0.01% 2311

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

UBS AM's WSFS Position: Q1 2026 in Review

UBS AM increased its WSFS Financial (WSFS) stake by 1.6% in Q1 2026, buying an estimated $115K and bringing the position to 118,637 shares worth $7.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1342.

UBS AM first reported a position in WSFS in Q4 2013 and has held it in 50 quarters since. The position peaked at $9.05M in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • UBS AM held 118,637 shares of WSFS Financial worth $7.77M as of Q1 2026.
  • UBS AM bought 1,819 WSFS Financial shares in Q1 2026, an estimated $115K.
  • WSFS Financial made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #1342 holding.
  • UBS AM first reported a position in WSFS Financial in Q4 2013 and has held it in 50 quarters since.
  • UBS AM's WSFS Financial position peaked at $9.05M in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.