Action Point Financial Planning’s WSFS Financial WSFS Stock Holding History

Action Point Financial Planning’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 Q2	$6.37K	Buy	+86	New	+$6.16K	﹤0.01%	1688

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Action Point Financial Planning's WSFS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in WSFS Financial (WSFS) in Q2 2026: 86 shares worth $6.37K. The stake represents ﹤0.01% of the portfolio and ranks #1688 among its holdings.

352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Action Point Financial Planning held 86 shares of WSFS Financial worth $6.37K as of Q2 2026.
WSFS Financial was a new Action Point Financial Planning position in Q2 2026.
WSFS Financial made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1688 holding.
352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.