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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
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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State Street
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Franklin Resources
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VCM
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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

Vise Technologies's WSFS Position: Q1 2026 in Review

Vise Technologies held its WSFS Financial (WSFS) position steady in Q1 2026 at 4,567 shares worth $252K. The position accounts for 0.01% of the portfolio, ranked #1249.

Vise Technologies first reported a position in WSFS in Q2 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Vise Technologies held 4,567 shares of WSFS Financial worth $252K as of Q1 2026.
  • Vise Technologies left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #1249 holding.
  • Vise Technologies first reported a position in WSFS Financial in Q2 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.