AWM
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Abound Wealth Management’s WSFS Financial WSFS Stock Holding History

Abound Wealth 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
Closed -$221 – 1614
2025
Q4 		$221 Hold
4
– – ﹤0.01% 1139
2025
Q3 		$216 Hold
4
– – ﹤0.01% 1093
2025
Q2 		$220 Hold
4
– – ﹤0.01% 1008
2025
Q1 		$208 Buy
+4
New +$215 ﹤0.01% 968

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

Abound Wealth Management's WSFS Position: Q1 2026 in Review

Abound Wealth Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 4 shares — an estimated $221 sold.

Abound Wealth Management first reported a position in WSFS in Q1 2025 and held it in 4 quarters. The position peaked at $221 in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Abound Wealth Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 WSFS Financial shares in Q1 2026, an estimated $221.
  • Abound Wealth Management first reported a position in WSFS Financial in Q1 2025 and held it in 4 quarters.
  • Abound Wealth Management's WSFS Financial position peaked at $221 in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.