Avantax Advisory Services’s WSFS Financial WSFS Stock Holding History

Avantax Advisory Services’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
2025 Q2	$1.18M	Sell	21,440 -10,031	-32%	-$521K	0.01%	1067
2025 Q1	$1.63M	Sell	31,471 -254	-0.8%	-$13.7K	0.01%	848
2024 Q4	$1.69M	Buy	31,725 +493	+2%	+$26.8K	0.01%	796
2024 Q3	$1.59M	Buy	31,232 +124	+0.4%	+$6.43K	0.01%	801
2024 Q2	$1.46M	Buy	+31,108	New	+$1.38M	0.01%	789

Other funds holding WSFS

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Avantax Advisory Services's WSFS Position: Q2 2025 in Review

Avantax Advisory Services reduced its WSFS Financial (WSFS) stake by 32% in Q2 2025, selling an estimated $521K and leaving 21,440 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #1067.

Avantax Advisory Services first reported a position in WSFS in Q2 2024 and has held it in 5 quarters since. The position peaked at $1.69M in Q4 2024. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

Avantax Advisory Services held 21,440 shares of WSFS Financial worth $1.18M as of Q2 2025.
Avantax Advisory Services sold 10,031 WSFS Financial shares in Q2 2025, an estimated $521K.
WSFS Financial made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1067 holding.
Avantax Advisory Services first reported a position in WSFS Financial in Q2 2024 and has held it in 5 quarters since.
Avantax Advisory Services's WSFS Financial position peaked at $1.69M in Q4 2024.
285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.