Beacon Pointe Advisors’s WSFS Financial WSFS Stock Holding History

Beacon Pointe 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 Q1	$294K	Buy	+4,489	New	+$283K	﹤0.01%	1547

Other funds holding WSFS

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's WSFS Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in WSFS Financial (WSFS) in Q1 2026: 4,489 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #1547 among its holdings.

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

Beacon Pointe Advisors held 4,489 shares of WSFS Financial worth $294K as of Q1 2026.
WSFS Financial was a new Beacon Pointe Advisors position in Q1 2026.
WSFS Financial made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1547 holding.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.