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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cambridge Investment Research Advisors's WSFS Position: Q1 2026 in Review

Cambridge Investment Research Advisors sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 3,666 shares — an estimated $203K sold.

Cambridge Investment Research Advisors first reported a position in WSFS in Q1 2021 and held it in 15 quarters. The position peaked at $341K in Q2 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Cambridge Investment Research Advisors reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,666 WSFS Financial shares in Q1 2026, an estimated $203K.
  • Cambridge Investment Research Advisors first reported a position in WSFS Financial in Q1 2021 and held it in 15 quarters.
  • Cambridge Investment Research Advisors's WSFS Financial position peaked at $341K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.