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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Affinity Wealth Management's WSFS Position: Q1 2026 in Review

Affinity Wealth Management reduced its WSFS Financial (WSFS) stake by 0.22% in Q1 2026, selling an estimated $630 and leaving 4,450 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #80.

Affinity Wealth Management first reported a position in WSFS in Q3 2021 and has held it in 14 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Affinity Wealth Management held 4,450 shares of WSFS Financial worth $291K as of Q1 2026.
Affinity Wealth Management sold 10 WSFS Financial shares in Q1 2026, an estimated $630.
WSFS Financial made up 0.04% of Affinity Wealth Management's portfolio in Q1 2026, its #80 holding.
Affinity Wealth Management first reported a position in WSFS Financial in Q3 2021 and has held it in 14 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Affinity Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.