Corient Private Wealth
WSFS icon

Corient Private Wealth’s WSFS Financial WSFS Stock Holding History

Corient Private Wealth’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 		$345K Buy
+4,490
New +$322K ﹤0.01% 2468

Other funds holding WSFS

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Dimensional Fund Advisors
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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

Corient Private Wealth's WSFS Position: Q2 2026 in Review

Corient Private Wealth opened a new position in WSFS Financial (WSFS) in Q2 2026: 4,490 shares worth $345K. The stake represents ﹤0.01% of the portfolio and ranks #2468 among its holdings.

356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Corient Private Wealth held 4,490 shares of WSFS Financial worth $345K as of Q2 2026.
  • WSFS Financial was a new Corient Private Wealth position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2468 holding.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.