AA
WSFS icon

ALPS Advisors’s WSFS Financial WSFS Stock Holding History

ALPS Advisors’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 		$517K Buy
+7,900
New +$498K ﹤0.01% 752
2025
Q3 		– Sell
-7,035
Closed -$387K – 1170
2025
Q2 		$387K Buy
7,035
+135
+2% +$7.01K ﹤0.01% 790
2025
Q1 		$358K Buy
+6,900
New +$372K ﹤0.01% 741
2024
Q3 		– Sell
-7,893
Closed -$371K – 1145
2024
Q2 		$371K Sell
7,893
-44
-0.6% -$1.95K ﹤0.01% 683
2024
Q1 		$358K Sell
7,937
-549
-6% -$23.9K ﹤0.01% 778
2023
Q4 		$390K Sell
8,486
-484
-5% -$19K ﹤0.01% 687
2023
Q3 		$327K Buy
+8,970
New +$358K ﹤0.01% 770
2022
Q3 		– Sell
-6,854
Closed -$275K – 1196
2022
Q2 		$275K Buy
+6,854
New +$282K ﹤0.01% 884
2020
Q1 		– Sell
-7,706
Closed -$339K – 944
2019
Q4 		$339K Sell
7,706
-336
-4% -$14.7K ﹤0.01% 758
2019
Q3 		$355K Sell
8,042
-1,017
-11% -$42.8K ﹤0.01% 699
2019
Q2 		$374K Sell
9,059
-476
-5% -$19.7K ﹤0.01% 714
2019
Q1 		$368K Sell
9,535
-36
-0.4% -$1.5K ﹤0.01% 838
2018
Q4 		$363K Sell
9,571
-476
-5% -$20K ﹤0.01% 679
2018
Q3 		$474K Buy
+10,047
New +$517K ﹤0.01% 740
2017
Q3 		– Sell
-10,582
Closed -$480K – 880
2017
Q2 		$480K Buy
10,582
+27
+0.3% +$1.23K ﹤0.01% 549
2017
Q1 		$485K Sell
10,555
-839
-7% -$38.1K ﹤0.01% 500
2016
Q4 		$528K Buy
11,394
+108
+1% +$4.34K ﹤0.01% 354
2016
Q3 		$412K Sell
11,286
-1,178
-9% -$42.5K ﹤0.01% 560
2016
Q2 		$401K Sell
12,464
-917
-7% -$31.2K ﹤0.01% 457
2016
Q1 		$435K Buy
+13,381
New +$404K ﹤0.01% 461
2015
Q1 		– Sell
-21,438
Closed -$549K – 768
2014
Q4 		$549K Sell
21,438
-3,162
-13% -$79.8K ﹤0.01% 386
2014
Q3 		$587K Buy
+24,600
New +$595K ﹤0.01% 335

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

ALPS Advisors's WSFS Position: Q1 2026 in Review

ALPS Advisors opened a new position in WSFS Financial (WSFS) in Q1 2026: 7,900 shares worth $517K. The stake represents ﹤0.01% of the portfolio and ranks #752 among its holdings. This is a return to the name: ALPS Advisors previously reported a position in WSFS as recently as Q2 2025.

ALPS Advisors first reported a position in WSFS in Q3 2014 and has held it in 22 quarters since. The position peaked at $587K in Q3 2014. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • ALPS Advisors held 7,900 shares of WSFS Financial worth $517K as of Q1 2026.
  • WSFS Financial was a new ALPS Advisors position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of ALPS Advisors's portfolio in Q1 2026, its #752 holding.
  • ALPS Advisors first reported a position in WSFS Financial in Q3 2014 and has held it in 22 quarters since.
  • ALPS Advisors's WSFS Financial position peaked at $587K in Q3 2014.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on ALPS Advisors's 13F filing for Q1 2026, filed 8 May 2026.