AssetMark Inc
WSFS icon

AssetMark Inc’s WSFS Financial WSFS Stock Holding History

AssetMark Inc’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 		$209K Hold
3,194
– – ﹤0.01% 1344
2025
Q4 		$176K Buy
3,194
+3,178
+19,863% +$174K ﹤0.01% 1333
2025
Q3 		$863 Hold
16
– – ﹤0.01% 2816
2025
Q2 		$880 Hold
16
– – ﹤0.01% 2638
2025
Q1 		$830 Hold
16
– – ﹤0.01% 2326
2024
Q4 		$850 Buy
+16
New +$871 ﹤0.01% 2273
2018
Q1 		– Sell
-15
Closed -$1K – 2036
2017
Q4 		$1K Buy
+15
New +$740 ﹤0.01% 1748

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

AssetMark Inc's WSFS Position: Q1 2026 in Review

AssetMark Inc held its WSFS Financial (WSFS) position steady in Q1 2026 at 3,194 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #1344.

AssetMark Inc first reported a position in WSFS in Q4 2017 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • AssetMark Inc held 3,194 shares of WSFS Financial worth $209K as of Q1 2026.
  • AssetMark Inc left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1344 holding.
  • AssetMark Inc first reported a position in WSFS Financial in Q4 2017 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.