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Basecamp Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Basecamp Wealth Advisors’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 		$2.99K Buy
39
+11
+39% +$788 ﹤0.01% 1279
2026
Q1 		$1.83K Buy
28
+1
+4% +$63 ﹤0.01% 1422
2025
Q4 		$1.49K Buy
+27
New +$1.48K ﹤0.01% 1418

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Basecamp Wealth Advisors's WSFS Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its WSFS Financial (WSFS) stake by 39% in Q2 2026, buying an estimated $788 and bringing the position to 39 shares worth $2.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Basecamp Wealth Advisors first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Basecamp Wealth Advisors held 39 shares of WSFS Financial worth $2.99K as of Q2 2026.
  • Basecamp Wealth Advisors bought 11 WSFS Financial shares in Q2 2026, an estimated $788.
  • WSFS Financial made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #1279 holding.
  • Basecamp Wealth Advisors first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.