BLB&B Advisors’s WSFS Financial WSFS Stock Holding History

BLB&B 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	$430K	Hold	5,610	–	–	0.02%	200
2026 Q1	$367K	Hold	5,610	–	–	0.02%	210
2025 Q4	$310K	Hold	5,610	–	–	0.01%	233
2025 Q3	$303K	Hold	5,610	–	–	0.01%	232
2025 Q2	$309K	Hold	5,610	–	–	0.01%	225
2025 Q1	$291K	Buy	+5,610	New	+$302K	0.01%	234

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

BLB&B Advisors's WSFS Position: Q2 2026 in Review

BLB&B Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 5,610 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #200.

BLB&B Advisors first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

BLB&B Advisors held 5,610 shares of WSFS Financial worth $430K as of Q2 2026.
BLB&B Advisors left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.02% of BLB&B Advisors's portfolio in Q2 2026, its #200 holding.
BLB&B Advisors first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on BLB&B Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.