Rothwell Investment Advisors, LLC’s WSFS Financial WSFS Stock Holding History

Rothwell Investment Advisors, 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	$4.17K	Buy	+55	New	+$4.35K	﹤0.01%	935

Other funds holding WSFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Rothwell Investment Advisors, LLC's WSFS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in WSFS Financial (WSFS) in Q3 2026: 55 shares worth $4.17K. The stake represents ﹤0.01% of the portfolio and ranks #935 among its holdings.

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

Rothwell Investment Advisors, LLC held 55 shares of WSFS Financial worth $4.17K as of Q3 2026.
WSFS Financial was a new Rothwell Investment Advisors, LLC position in Q3 2026.
WSFS Financial made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #935 holding.
161 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.