Baird Financial Group
WSFS icon

Baird Financial Group’s WSFS Financial WSFS Stock Holding History

Baird Financial Group’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 		$204K Buy
+3,110
New +$196K ﹤0.01% 1770

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VPM
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State Street
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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

Baird Financial Group's WSFS Position: Q1 2026 in Review

Baird Financial Group opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,110 shares worth $204K. The stake represents ﹤0.01% of the portfolio and ranks #1770 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Baird Financial Group held 3,110 shares of WSFS Financial worth $204K as of Q1 2026.
  • WSFS Financial was a new Baird Financial Group position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Baird Financial Group's portfolio in Q1 2026, its #1770 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.