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Brandywine Financial Group’s WSFS Financial WSFS Stock Holding History

Brandywine 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
Q2 		$2 Hold
21
– – 0.02% 19
2026
Q1 		$1.38K Hold
21
– – ﹤0.01% 34
2025
Q4 		$1.16K Buy
+21
New +$1.15K ﹤0.01% 44

Other funds holding WSFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Brandywine Financial Group's WSFS Position: Q2 2026 in Review

Brandywine Financial Group held its WSFS Financial (WSFS) position steady in Q2 2026 at 21 shares worth $2. The position accounts for 0.02% of the portfolio, ranked #19.

Brandywine Financial Group first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.38K in Q1 2026. 133 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Brandywine Financial Group held 21 shares of WSFS Financial worth $2 as of Q2 2026.
  • Brandywine Financial Group left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up 0.02% of Brandywine Financial Group's portfolio in Q2 2026, its #19 holding.
  • Brandywine Financial Group first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
  • Brandywine Financial Group's WSFS Financial position peaked at $1.38K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Brandywine Financial Group's 13F filing for Q2 2026, filed 6 Jul 2026.