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Clearstead Advisors’s WSFS Financial WSFS Stock Holding History

Clearstead 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 		$124K Buy
1,894
+1,113
+143% +$70.2K ﹤0.01% 1094
2025
Q4 		$43.1K Buy
781
+489
+167% +$26.8K ﹤0.01% 1464
2025
Q3 		$15.7K Sell
292
-324
-53% -$18.3K ﹤0.01% 1750
2025
Q2 		$33.9K Buy
616
+267
+77% +$13.9K ﹤0.01% 1414
2025
Q1 		$18.1K Hold
349
– – ﹤0.01% 1450
2024
Q4 		$18.5K Hold
349
– – ﹤0.01% 1411
2024
Q3 		$17.8K Sell
349
-45
-11% -$2.33K ﹤0.01% 1451
2024
Q2 		$18.5K Buy
+394
New +$17.4K ﹤0.01% 1400

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

Clearstead Advisors's WSFS Position: Q1 2026 in Review

Clearstead Advisors increased its WSFS Financial (WSFS) stake by 143% in Q1 2026, buying an estimated $70.2K and bringing the position to 1,894 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1094.

Clearstead Advisors first reported a position in WSFS in Q2 2024 and has held it in 8 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Clearstead Advisors held 1,894 shares of WSFS Financial worth $124K as of Q1 2026.
  • Clearstead Advisors bought 1,113 WSFS Financial shares in Q1 2026, an estimated $70.2K.
  • WSFS Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #1094 holding.
  • Clearstead Advisors first reported a position in WSFS Financial in Q2 2024 and has held it in 8 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.