Arax Advisory Partners’s WSFS Financial WSFS Stock Holding History

Arax Advisory Partners’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	$101K	Buy	1,320 +1,283	+3,468%	+$92K	﹤0.01%	2721
2026 Q1	$2.42K	Sell	37 -41	-53%	-$2.58K	﹤0.01%	3053
2025 Q4	$4.31K	Sell	78 -1,223	-94%	-$66.9K	﹤0.01%	2933
2025 Q3	$70.2K	Buy	1,301 +1,291	+12,910%	+$72.9K	﹤0.01%	1678
2025 Q2	$550	Hold	10	–	–	﹤0.01%	2922
2025 Q1	$519	Sell	10 -194	-95%	-$10.4K	﹤0.01%	2535
2024 Q4	$10.8K	Hold	204	–	–	﹤0.01%	1464
2024 Q3	$10.4K	Hold	204	–	–	﹤0.01%	1397
2024 Q2	$9.59K	Buy	+204	New	+$9.03K	﹤0.01%	1283
2023 Q4	–	Sell	-27	Closed	-$994	–	1442
2023 Q3	$994	Hold	27	–	–	﹤0.01%	1130
2023 Q2	$1.02K	Buy	+27	New	+$960	﹤0.01%	1110

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

Arax Advisory Partners's WSFS Position: Q2 2026 in Review

Arax Advisory Partners increased its WSFS Financial (WSFS) stake by 3,468% in Q2 2026, buying an estimated $92K and bringing the position to 1,320 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2721.

Arax Advisory Partners first reported a position in WSFS in Q2 2023 and has held it in 11 quarters since. 355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Arax Advisory Partners held 1,320 shares of WSFS Financial worth $101K as of Q2 2026.
Arax Advisory Partners bought 1,283 WSFS Financial shares in Q2 2026, an estimated $92K.
WSFS Financial made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #2721 holding.
Arax Advisory Partners first reported a position in WSFS Financial in Q2 2023 and has held it in 11 quarters since.
355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.