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Advisornet Financial’s WSFS Financial WSFS Stock Holding History

Advisornet Financial’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 		$61.3K Buy
936
+20
+2% +$1.26K ﹤0.01% 980
2025
Q4 		$50.6K Buy
916
+56
+7% +$3.06K ﹤0.01% 1052
2025
Q3 		$46.4K Hold
860
– – ﹤0.01% 1044
2025
Q2 		$47.3K Hold
860
– – ﹤0.01% 1014
2025
Q1 		$44.6K Sell
860
-90
-9% -$4.85K ﹤0.01% 973
2024
Q4 		$50.5K Hold
950
– – ﹤0.01% 881
2024
Q3 		$48.4K Buy
950
+860
+956% +$44.6K ﹤0.01% 914
2024
Q2 		$4.23K Hold
90
– – ﹤0.01% 1491
2024
Q1 		$4.06K Hold
90
– – ﹤0.01% 1481
2023
Q4 		$4.13K Sell
90
-90
-50% -$3.53K ﹤0.01% 1530
2023
Q3 		$6.57K Hold
180
– – ﹤0.01% 1345
2023
Q2 		$6.79K Hold
180
– – ﹤0.01% 1426
2023
Q1 		$6.77K Sell
180
-13
-7% -$597 ﹤0.01% 1410
2022
Q4 		$8.75K Buy
193
+13
+7% +$611 ﹤0.01% 1334
2022
Q3 		$8K Buy
+180
New +$8.41K ﹤0.01% 1411

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

Advisornet Financial's WSFS Position: Q1 2026 in Review

Advisornet Financial increased its WSFS Financial (WSFS) stake by 2.2% in Q1 2026, buying an estimated $1.26K and bringing the position to 936 shares worth $61.3K. The position accounts for ﹤0.01% of the portfolio, ranked #980.

Advisornet Financial first reported a position in WSFS in Q3 2022 and has held it in 15 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Advisornet Financial held 936 shares of WSFS Financial worth $61.3K as of Q1 2026.
  • Advisornet Financial bought 20 WSFS Financial shares in Q1 2026, an estimated $1.26K.
  • WSFS Financial made up ﹤0.01% of Advisornet Financial's portfolio in Q1 2026, its #980 holding.
  • Advisornet Financial first reported a position in WSFS Financial in Q3 2022 and has held it in 15 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.