Cerity Partners
WSFS icon

Cerity Partners’s WSFS Financial WSFS Stock Holding History

Cerity Partners’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 		$1.37M Buy
17,830
+1,079
+6% +$77.3K ﹤0.01% 1799
2026
Q1 		$1.1M Buy
16,751
+5,424
+48% +$342K ﹤0.01% 1810
2025
Q4 		$626K Buy
11,327
+904
+9% +$49.5K ﹤0.01% 1967
2025
Q3 		$562K Sell
10,423
-6,467
-38% -$365K ﹤0.01% 1897
2025
Q2 		$929K Buy
16,890
+4,155
+33% +$216K ﹤0.01% 1547
2025
Q1 		$661K Buy
+12,735
New +$686K ﹤0.01% 1619
2024
Q4 		– Sell
-5,358
Closed -$273K – 2618
2024
Q3 		$273K Buy
+5,358
New +$278K ﹤0.01% 2123
2023
Q2 		– Sell
-231
Closed -$598K – 1972
2023
Q1 		$598K Buy
+231
New +$10.6K ﹤0.01% 1211

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

Cerity Partners's WSFS Position: Q2 2026 in Review

Cerity Partners increased its WSFS Financial (WSFS) stake by 6.4% in Q2 2026, buying an estimated $77.3K and bringing the position to 17,830 shares worth $1.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1799.

Cerity Partners first reported a position in WSFS in Q1 2023 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Cerity Partners held 17,830 shares of WSFS Financial worth $1.37M as of Q2 2026.
  • Cerity Partners bought 1,079 WSFS Financial shares in Q2 2026, an estimated $77.3K.
  • WSFS Financial made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1799 holding.
  • Cerity Partners first reported a position in WSFS Financial in Q1 2023 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.