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 Q2	–	Sell	-4	Closed	-$262	–	4622
2026 Q1	$262	Buy	+4	New	+$252	﹤0.01%	4525

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

Advisory Services Network's WSFS Position: Q2 2026 in Review

Advisory Services Network sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 4 shares — an estimated $262 sold.

Advisory Services Network first reported a position in WSFS in Q1 2026 and held it in 1 quarter. The position peaked at $262 in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Advisory Services Network reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 4 WSFS Financial shares in Q2 2026, an estimated $262.
Advisory Services Network first reported a position in WSFS Financial in Q1 2026 and held it in 1 quarter.
Advisory Services Network's WSFS Financial position peaked at $262 in Q1 2026.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.