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
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 $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

Cerity Partners's WSFS Position: Q1 2026 in Review

Cerity Partners increased its WSFS Financial (WSFS) stake by 48% in Q1 2026, buying an estimated $342K and bringing the position to 16,751 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1810.

Cerity Partners first reported a position in WSFS in Q1 2023 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Cerity Partners held 16,751 shares of WSFS Financial worth $1.1M as of Q1 2026.
  • Cerity Partners bought 5,424 WSFS Financial shares in Q1 2026, an estimated $342K.
  • WSFS Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1810 holding.
  • Cerity Partners first reported a position in WSFS Financial in Q1 2023 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.