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Costello Asset Management’s WSFS Financial WSFS Stock Holding History

Costello Asset Management’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 		$28.1K Hold
430
– – 0.01% 328
2025
Q4 		$23.8K Hold
430
– – 0.01% 351
2025
Q3 		$23.2K Hold
430
– – 0.01% 357
2025
Q2 		$23.6K Hold
430
– – 0.01% 339
2025
Q1 		$22.3K Buy
+430
New +$23.2K 0.01% 331

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

Costello Asset Management's WSFS Position: Q1 2026 in Review

Costello Asset Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 430 shares worth $28.1K. The position accounts for 0.01% of the portfolio, ranked #328.

Costello Asset Management first reported a position in WSFS in Q1 2025 and has held it in 5 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Costello Asset Management held 430 shares of WSFS Financial worth $28.1K as of Q1 2026.
  • Costello Asset Management left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up 0.01% of Costello Asset Management's portfolio in Q1 2026, its #328 holding.
  • Costello Asset Management first reported a position in WSFS Financial in Q1 2025 and has held it in 5 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Costello Asset Management's 13F filing for Q1 2026, filed 30 Apr 2026.