Voloridge Investment Management
WSFS icon

Voloridge Investment Management’s WSFS Financial WSFS Stock Holding History

Voloridge Investment Management’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 		– Sell
-8,388
Closed -$549K – 1112
2026
Q1 		$549K Sell
8,388
-32,174
-79% -$2.03M ﹤0.01% 941
2025
Q4 		$2.24M Buy
40,562
+14,788
+57% +$809K 0.01% 902
2025
Q3 		$1.39M Buy
+25,774
New +$1.46M ﹤0.01% 990
2025
Q2 		– Sell
-36,936
Closed -$1.92M – 1417
2025
Q1 		$1.92M Sell
36,936
-3,372
-8% -$182K 0.01% 970
2024
Q4 		$2.14M Buy
40,308
+1,607
+4% +$87.4K 0.01% 931
2024
Q3 		$1.97M Sell
38,701
-35,648
-48% -$1.85M 0.01% 934
2024
Q2 		$3.49M Buy
74,349
+37,479
+102% +$1.66M 0.01% 841
2024
Q1 		$1.66M Buy
+36,870
New +$1.6M 0.01% 889
2021
Q4 		– Sell
-55,055
Closed -$2.83M – 1879
2021
Q3 		$2.83M Sell
55,055
-15,005
-21% -$675K 0.02% 921
2021
Q2 		$3.26M Sell
70,060
-21,712
-24% -$1.11M 0.02% 799
2021
Q1 		$4.57M Buy
+91,772
New +$4.42M 0.03% 557
2020
Q4 		– Sell
-20,875
Closed -$563K – 1607
2020
Q3 		$563K Sell
20,875
-17,716
-46% -$500K ﹤0.01% 1071
2020
Q2 		$1.11M Buy
+38,591
New +$1.02M 0.01% 815

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

Voloridge Investment Management's WSFS Position: Q2 2026 in Review

Voloridge Investment Management sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 8,388 shares — an estimated $549K sold.

Voloridge Investment Management first reported a position in WSFS in Q2 2020 and held it in 13 quarters. The position peaked at $4.57M in Q1 2021. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Voloridge Investment Management reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Voloridge Investment Management sold 8,388 WSFS Financial shares in Q2 2026, an estimated $549K.
  • Voloridge Investment Management first reported a position in WSFS Financial in Q2 2020 and held it in 13 quarters.
  • Voloridge Investment Management's WSFS Financial position peaked at $4.57M in Q1 2021.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Voloridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.