CA
WSFS icon

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
Q2 		$148K Buy
1,933
+39
+2% +$2.79K ﹤0.01% 1147
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 $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

Clearstead Advisors's WSFS Position: Q2 2026 in Review

Clearstead Advisors increased its WSFS Financial (WSFS) stake by 2.1% in Q2 2026, buying an estimated $2.79K and bringing the position to 1,933 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Clearstead Advisors first reported a position in WSFS in Q2 2024 and has held it in 9 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Clearstead Advisors held 1,933 shares of WSFS Financial worth $148K as of Q2 2026.
  • Clearstead Advisors bought 39 WSFS Financial shares in Q2 2026, an estimated $2.79K.
  • WSFS Financial made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1147 holding.
  • Clearstead Advisors first reported a position in WSFS Financial in Q2 2024 and has held it in 9 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.