Carson Wealth (CWM LLC)
WSFS icon

Carson Wealth (CWM LLC)’s WSFS Financial WSFS Stock Holding History

Carson Wealth (CWM LLC)’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 		$570K Buy
8,708
+3,401
+64% +$214K ﹤0.01% 1918
2025
Q4 		$293K Buy
5,307
+2,193
+70% +$120K ﹤0.01% 2280
2025
Q3 		$168K Buy
3,114
+2,194
+238% +$124K ﹤0.01% 2575
2025
Q2 		$51K Buy
920
+219
+31% +$11.4K ﹤0.01% 3267
2025
Q1 		$36K Buy
701
+295
+73% +$15.9K ﹤0.01% 3249
2024
Q4 		$22K Buy
406
+29
+8% +$1.58K ﹤0.01% 3388
2024
Q3 		$19K Buy
377
+107
+40% +$5.54K ﹤0.01% 3406
2024
Q2 		$13K Buy
270
+90
+50% +$3.98K ﹤0.01% 3409
2024
Q1 		$8K Sell
180
-36
-17% -$1.57K ﹤0.01% 3479
2023
Q4 		$10K Buy
216
+91
+73% +$3.57K ﹤0.01% 3211
2023
Q3 		$5K Hold
125
– – ﹤0.01% 3510
2023
Q2 		$5K Sell
125
-78
-38% -$2.77K ﹤0.01% 3483
2023
Q1 		$8K Sell
203
-134
-40% -$6.15K ﹤0.01% 3110
2022
Q4 		$15K Sell
337
-27
-7% -$1.27K ﹤0.01% 2586
2022
Q3 		$17K Buy
364
+238
+189% +$11.1K ﹤0.01% 2351
2022
Q2 		$5K Sell
126
-47
-27% -$1.93K ﹤0.01% 3023
2022
Q1 		$8K Buy
173
+39
+29% +$2.02K ﹤0.01% 2650
2021
Q4 		$7K Buy
+134
New +$7.02K ﹤0.01% 2585

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

Carson Wealth (CWM LLC)'s WSFS Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its WSFS Financial (WSFS) stake by 64% in Q1 2026, buying an estimated $214K and bringing the position to 8,708 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #1918.

Carson Wealth (CWM LLC) first reported a position in WSFS in Q4 2021 and has held it in 18 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,708 shares of WSFS Financial worth $570K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,401 WSFS Financial shares in Q1 2026, an estimated $214K.
  • WSFS Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1918 holding.
  • Carson Wealth (CWM LLC) first reported a position in WSFS Financial in Q4 2021 and has held it in 18 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.