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Weiss Asset Management’s WSFS Financial WSFS Stock Holding History

Weiss Asset 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 		– Sell
-4,257
Closed -$235K – 820
2025
Q4 		$235K Buy
+4,257
New +$233K ﹤0.01% 525
2024
Q4 		– Sell
-18,278
Closed -$932K – 897
2024
Q3 		$932K Buy
+18,278
New +$947K 0.02% 434

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

Weiss Asset Management's WSFS Position: Q1 2026 in Review

Weiss Asset Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 4,257 shares — an estimated $235K sold.

Weiss Asset Management first reported a position in WSFS in Q3 2024 and held it in 2 quarters. The position peaked at $932K in Q3 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Weiss Asset Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Weiss Asset Management sold 4,257 WSFS Financial shares in Q1 2026, an estimated $235K.
  • Weiss Asset Management first reported a position in WSFS Financial in Q3 2024 and held it in 2 quarters.
  • Weiss Asset Management's WSFS Financial position peaked at $932K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

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