Superior Planning, LLC’s WSFS Financial WSFS Stock Holding History

Superior Planning, LLC’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 Q3	$529	Buy	+7	New	+$554	﹤0.01%	1885

Other funds holding WSFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Superior Planning, LLC's WSFS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in WSFS Financial (WSFS) in Q3 2026: 7 shares worth $529. The stake represents ﹤0.01% of the portfolio and ranks #1885 among its holdings.

234 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Superior Planning, LLC held 7 shares of WSFS Financial worth $529 as of Q3 2026.
WSFS Financial was a new Superior Planning, LLC position in Q3 2026.
WSFS Financial made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1885 holding.
234 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.