Affinity Wealth Management’s WSFS Financial WSFS Stock Holding History

Affinity 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 Q2	$341K	Hold	4,450	–	–	0.04%	83
2026 Q1	$291K	Sell	4,450 -10	-0.2%	-$630	0.04%	80
2025 Q4	$246K	Hold	4,460	–	–	0.04%	94
2025 Q3	$241K	Hold	4,460	–	–	0.04%	92
2025 Q2	$245K	Sell	4,460 -32	-0.7%	-$1.66K	0.04%	91
2025 Q1	$233K	Hold	4,492	–	–	0.04%	88
2024 Q4	$239K	Hold	4,492	–	–	0.04%	93
2024 Q3	$229K	Hold	4,492	–	–	0.04%	102
2024 Q2	$211K	Sell	4,492 -109	-2%	-$4.83K	0.04%	98
2024 Q1	$208K	Hold	4,601	–	–	0.04%	100
2023 Q4	$211K	Buy	+4,601	New	+$181K	0.04%	96
2023 Q1	–	Sell	-4,601	Closed	-$209K	–	123
2022 Q4	$209K	Hold	4,601	–	–	0.05%	100
2022 Q3	$214K	Buy	+4,601	New	+$215K	0.05%	88
2022 Q1	–	Sell	-4,601	Closed	-$253K	–	121
2021 Q4	$253K	Hold	4,601	–	–	0.05%	97
2021 Q3	$241K	Buy	+4,601	New	+$207K	0.05%	106

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

Affinity Wealth Management's WSFS Position: Q2 2026 in Review

Affinity Wealth Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 4,450 shares worth $341K. The position accounts for 0.04% of the portfolio, ranked #83.

Affinity Wealth Management first reported a position in WSFS in Q3 2021 and has held it in 15 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Affinity Wealth Management held 4,450 shares of WSFS Financial worth $341K as of Q2 2026.
Affinity Wealth Management left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.04% of Affinity Wealth Management's portfolio in Q2 2026, its #83 holding.
Affinity Wealth Management first reported a position in WSFS Financial in Q3 2021 and has held it in 15 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Affinity Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.