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Vise Technologies’s WSFS Financial WSFS Stock Holding History

Vise Technologies’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 		$479K Buy
6,249
+1,682
+37% +$121K 0.01% 1180
2026
Q1 		$252K Hold
4,567
– – 0.01% 1249
2025
Q4 		$252K Buy
+4,567
New +$250K ﹤0.01% 1259
2025
Q3 		– Sell
-4,008
Closed -$220K – 1234
2025
Q2 		$220K Buy
+4,008
New +$208K 0.01% 967

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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

Vise Technologies's WSFS Position: Q2 2026 in Review

Vise Technologies increased its WSFS Financial (WSFS) stake by 37% in Q2 2026, buying an estimated $121K and bringing the position to 6,249 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #1180.

Vise Technologies first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Vise Technologies held 6,249 shares of WSFS Financial worth $479K as of Q2 2026.
  • Vise Technologies bought 1,682 WSFS Financial shares in Q2 2026, an estimated $121K.
  • WSFS Financial made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1180 holding.
  • Vise Technologies first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.