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Advisory Services Network’s WSFS Financial WSFS Stock Holding History

Advisory Services Network’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 		$262 Buy
+4
New +$252 ﹤0.01% 4525

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

Advisory Services Network's WSFS Position: Q1 2026 in Review

Advisory Services Network opened a new position in WSFS Financial (WSFS) in Q1 2026: 4 shares worth $262. The stake represents ﹤0.01% of the portfolio and ranks #4525 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Advisory Services Network held 4 shares of WSFS Financial worth $262 as of Q1 2026.
  • WSFS Financial was a new Advisory Services Network position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4525 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.