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WSFS icon

Covestor’s WSFS Financial WSFS Stock Holding History

Covestor’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 		$16K Sell
237
-133
-36% -$8.38K 0.01% 1208
2025
Q4 		$20K Buy
370
+367
+12,233% +$20.1K 0.01% 1294
2025
Q3 		$0 Sell
3
-211
-99% -$11.9K ﹤0.01% 2844
2025
Q2 		$11K Buy
214
+17
+9% +$883 0.01% 1571
2025
Q1 		$10K Buy
197
+179
+994% +$9.64K 0.01% 1524
2024
Q4 		$1K Buy
18
+10
+125% +$544 ﹤0.01% 2162
2024
Q3 		$0 Sell
8
-2
-20% -$104 ﹤0.01% 2834
2024
Q2 		$0 Sell
10
-237
-96% -$10.5K ﹤0.01% 2821
2024
Q1 		$11K Sell
247
-932
-79% -$40.6K 0.01% 1549
2023
Q4 		$54K Sell
1,179
-1
-0.1% -$39 0.04% 820
2023
Q3 		$43K Buy
1,180
+516
+78% +$20.6K 0.03% 836
2023
Q2 		$25K Buy
664
+659
+13,180% +$23.4K 0.02% 1044
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2649
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2666
2022
Q3 		$0 Sell
5
-57
-92% -$2.66K ﹤0.01% 2681
2022
Q2 		$3K Buy
62
+23
+59% +$947 ﹤0.01% 1571
2022
Q1 		$2K Buy
39
+13
+50% +$674 ﹤0.01% 1704
2021
Q4 		$1K Buy
+26
New +$1.36K ﹤0.01% 1993

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

Covestor's WSFS Position: Q1 2026 in Review

Covestor reduced its WSFS Financial (WSFS) stake by 36% in Q1 2026, selling an estimated $8.38K and leaving 237 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #1208.

Covestor first reported a position in WSFS in Q4 2021 and has held it in 18 quarters since. The position peaked at $54K in Q4 2023. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Covestor held 237 shares of WSFS Financial worth $16K as of Q1 2026.
  • Covestor sold 133 WSFS Financial shares in Q1 2026, an estimated $8.38K.
  • WSFS Financial made up 0.01% of Covestor's portfolio in Q1 2026, its #1208 holding.
  • Covestor first reported a position in WSFS Financial in Q4 2021 and has held it in 18 quarters since.
  • Covestor's WSFS Financial position peaked at $54K in Q4 2023.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.