Commonwealth Equity Services
WSFS icon

Commonwealth Equity Services’s WSFS Financial WSFS Stock Holding History

Commonwealth Equity Services’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 		$1.17M Buy
+17,814
New +$1.12M ﹤0.01% 2484
2025
Q3 		– Sell
-9,111
Closed -$501K – 4451
2025
Q2 		$501K Sell
9,111
-3,470
-28% -$180K ﹤0.01% 3133
2025
Q1 		$653K Sell
12,581
-222
-2% -$12K ﹤0.01% 2823
2024
Q4 		$680K Sell
12,803
-537
-4% -$29.2K ﹤0.01% 2723
2024
Q3 		$680K Sell
13,340
-1,631
-11% -$84.5K ﹤0.01% 2646
2024
Q2 		$704K Sell
14,971
-6,041
-29% -$267K ﹤0.01% 2549
2024
Q1 		$948K Sell
21,012
-459
-2% -$20K ﹤0.01% 2290
2023
Q4 		$986K Buy
21,471
+5,240
+32% +$206K ﹤0.01% 2191
2023
Q3 		$592K Buy
16,231
+42
+0.3% +$1.68K ﹤0.01% 2454
2023
Q2 		$611K Sell
16,189
-745
-4% -$26.5K ﹤0.01% 2455
2023
Q1 		$636 Buy
16,934
+1,031
+6% +$47.3K ﹤0.01% 2355
2022
Q4 		$721K Sell
15,903
-371
-2% -$17.4K ﹤0.01% 2175
2022
Q3 		$756K Buy
16,274
+29
+0.2% +$1.35K ﹤0.01% 2104
2022
Q2 		$651K Sell
16,245
-169
-1% -$6.96K ﹤0.01% 2226
2022
Q1 		$765K Buy
16,414
+934
+6% +$48.4K ﹤0.01% 2193
2021
Q4 		$775K Sell
15,480
-980
-6% -$51.3K ﹤0.01% 2177
2021
Q3 		$844K Sell
16,460
-1,850
-10% -$83.2K ﹤0.01% 2059
2021
Q2 		$853K Buy
18,310
+25
+0.1% +$1.27K ﹤0.01% 2042
2021
Q1 		$910K Sell
18,285
-2,974
-14% -$143K ﹤0.01% 1872
2020
Q4 		$954K Sell
21,259
-2,188
-9% -$80.3K ﹤0.01% 1681
2020
Q3 		$632K Buy
23,447
+8,308
+55% +$235K ﹤0.01% 1810
2020
Q2 		$434K Buy
15,139
+622
+4% +$16.5K ﹤0.01% 1990
2020
Q1 		$361K Sell
14,517
-26
-0.2% -$940 ﹤0.01% 1936
2019
Q4 		$639K Buy
14,543
+27
+0.2% +$1.18K ﹤0.01% 1720
2019
Q3 		$640K Sell
14,516
-1,080
-7% -$45.4K ﹤0.01% 1658
2019
Q2 		$644K Buy
15,596
+204
+1% +$8.46K ﹤0.01% 1628
2019
Q1 		$594K Buy
15,392
+136
+0.9% +$5.66K ﹤0.01% 1629
2018
Q4 		$578K Buy
+15,256
New +$642K ﹤0.01% 1542
2017
Q1 		– Sell
-26,241
Closed -$1.22M – 2481
2016
Q4 		$1.22M Buy
+26,241
New +$1.06M 0.01% 937

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

Commonwealth Equity Services's WSFS Position: Q1 2026 in Review

Commonwealth Equity Services opened a new position in WSFS Financial (WSFS) in Q1 2026: 17,814 shares worth $1.17M. The stake represents ﹤0.01% of the portfolio and ranks #2484 among its holdings. This is a return to the name: Commonwealth Equity Services previously reported a position in WSFS as recently as Q2 2025.

Commonwealth Equity Services first reported a position in WSFS in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.22M in Q4 2016. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Commonwealth Equity Services held 17,814 shares of WSFS Financial worth $1.17M as of Q1 2026.
  • WSFS Financial was a new Commonwealth Equity Services position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #2484 holding.
  • Commonwealth Equity Services first reported a position in WSFS Financial in Q4 2016 and has held it in 29 quarters since.
  • Commonwealth Equity Services's WSFS Financial position peaked at $1.22M in Q4 2016.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.