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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Voloridge Investment Management's WSFS Position: Q1 2026 in Review

Voloridge Investment Management reduced its WSFS Financial (WSFS) stake by 79% in Q1 2026, selling an estimated $2.03M and leaving 8,388 shares worth $549K. The position accounts for ﹤0.01% of the portfolio, ranked #941.

Voloridge Investment Management first reported a position in WSFS in Q2 2020 and has held it in 13 quarters since. The position peaked at $4.57M in Q1 2021. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Voloridge Investment Management held 8,388 shares of WSFS Financial worth $549K as of Q1 2026.
Voloridge Investment Management sold 32,174 WSFS Financial shares in Q1 2026, an estimated $2.03M.
WSFS Financial made up ﹤0.01% of Voloridge Investment Management's portfolio in Q1 2026, its #941 holding.
Voloridge Investment Management first reported a position in WSFS Financial in Q2 2020 and has held it in 13 quarters since.
Voloridge Investment Management's WSFS Financial position peaked at $4.57M in Q1 2021.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Voloridge Investment Management's 13F filing for Q1 2026, filed 15 May 2026.