Cetera Investment Advisers
WSFS icon

Cetera Investment Advisers’s WSFS Financial WSFS Stock Holding History

Cetera Investment Advisers’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 		$1.54M Sell
20,113
-457
-2% -$32.8K ﹤0.01% 2632
2026
Q1 		$1.35M Buy
20,570
+1,214
+6% +$76.5K ﹤0.01% 2639
2025
Q4 		$1.07M Sell
19,356
-1,228
-6% -$67.2K ﹤0.01% 2762
2025
Q3 		$1.11M Buy
+20,584
New +$1.16M ﹤0.01% 2680

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

Cetera Investment Advisers's WSFS Position: Q2 2026 in Review

Cetera Investment Advisers reduced its WSFS Financial (WSFS) stake by 2.2% in Q2 2026, selling an estimated $32.8K and leaving 20,113 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2632.

Cetera Investment Advisers first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Cetera Investment Advisers held 20,113 shares of WSFS Financial worth $1.54M as of Q2 2026.
  • Cetera Investment Advisers sold 457 WSFS Financial shares in Q2 2026, an estimated $32.8K.
  • WSFS Financial made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2632 holding.
  • Cetera Investment Advisers first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.