Cambridge Investment Research Advisors
WSFS icon

Cambridge Investment Research Advisors’s WSFS Financial WSFS Stock Holding History

Cambridge Investment Research 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 		$218K Buy
+2,836
New +$203K ﹤0.01% 3751
2026
Q1 		– Sell
-3,666
Closed -$203K – 4087
2025
Q4 		$203K Sell
3,666
-435
-11% -$23.8K ﹤0.01% 3574
2025
Q3 		$221K Buy
4,101
+206
+5% +$11.6K ﹤0.01% 3397
2025
Q2 		$214K Buy
+3,895
New +$202K ﹤0.01% 3300
2025
Q1 		– Sell
-4,558
Closed -$242K – 3652
2024
Q4 		$242K Buy
4,558
+36
+0.8% +$1.96K ﹤0.01% 3029
2024
Q3 		$231K Sell
4,522
-2,728
-38% -$141K ﹤0.01% 3031
2024
Q2 		$341K Buy
7,250
+42
+0.6% +$1.86K ﹤0.01% 2599
2024
Q1 		$325K Buy
7,208
+2,714
+60% +$118K ﹤0.01% 2639
2023
Q4 		$206K Buy
+4,494
New +$176K ﹤0.01% 2880
2023
Q1 		– Sell
-4,492
Closed -$204K – 3266
2022
Q4 		$204K Sell
4,492
-64
-1% -$3.01K ﹤0.01% 2740
2022
Q3 		$212K Buy
+4,556
New +$213K ﹤0.01% 2652
2022
Q2 		– Sell
-4,508
Closed -$210K – 3226
2022
Q1 		$210K Buy
4,508
+32
+0.7% +$1.66K ﹤0.01% 2826
2021
Q4 		$224K Sell
4,476
-32
-0.7% -$1.68K ﹤0.01% 2778
2021
Q3 		$231K Buy
4,508
+7
+0.2% +$315 ﹤0.01% 2687
2021
Q2 		$210K Buy
4,501
+5
+0.1% +$255 ﹤0.01% 2791
2021
Q1 		$224K Buy
+4,496
New +$217K ﹤0.01% 2521

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

Cambridge Investment Research Advisors's WSFS Position: Q2 2026 in Review

Cambridge Investment Research Advisors opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,836 shares worth $218K. The stake represents ﹤0.01% of the portfolio and ranks #3751 among its holdings. This is a return to the name: Cambridge Investment Research Advisors previously reported a position in WSFS as recently as Q4 2025.

Cambridge Investment Research Advisors first reported a position in WSFS in Q1 2021 and has held it in 16 quarters since. The position peaked at $341K in Q2 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Cambridge Investment Research Advisors held 2,836 shares of WSFS Financial worth $218K as of Q2 2026.
  • WSFS Financial was a new Cambridge Investment Research Advisors position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3751 holding.
  • Cambridge Investment Research Advisors first reported a position in WSFS Financial in Q1 2021 and has held it in 16 quarters since.
  • Cambridge Investment Research Advisors's WSFS Financial position peaked at $341K in Q2 2024.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.