Baron Wealth Management’s WSFS Financial WSFS Stock Holding History

Baron Wealth Management’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	$216K	Buy	+2,811	New	+$201K	0.06%	275

Other funds holding WSFS

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS)

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Baron Wealth Management's WSFS Position: Q2 2026 in Review

Baron Wealth Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,811 shares worth $216K. The stake represents 0.06% of the portfolio and ranks #275 among its holdings.

71 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Baron Wealth Management held 2,811 shares of WSFS Financial worth $216K as of Q2 2026.
WSFS Financial was a new Baron Wealth Management position in Q2 2026.
WSFS Financial made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #275 holding.
71 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.