Creative Planning’s WSFS Financial WSFS Stock Holding History

Creative Planning’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	$1.33M	Sell	17,290 -1,702	-9%	-$122K	﹤0.01%	2418
2026 Q1	$1.24M	Sell	18,992 -10,756	-36%	-$678K	﹤0.01%	2278
2025 Q4	$1.64M	Buy	29,748 +25,392	+583%	+$1.39M	﹤0.01%	1882
2025 Q3	$235K	Buy	+4,356	New	+$246K	﹤0.01%	3343
2025 Q2	–	Sell	-4,264	Closed	-$221K	–	3804
2025 Q1	$221K	Buy	+4,264	New	+$230K	﹤0.01%	2984
2023 Q4	–	Sell	-72	Closed	-$2.63K	–	3104
2023 Q3	$2.63K	Buy	+72	New	+$2.87K	﹤0.01%	2786
2020 Q1	–	Sell	-4,612	Closed	-$203K	–	2104
2019 Q4	$203K	Hold	4,612	–	–	﹤0.01%	1630
2019 Q3	$203K	Buy	+4,612	New	+$194K	﹤0.01%	1601
2018 Q4	–	Sell	-4,313	Closed	-$203K	–	2125
2018 Q3	$203K	Hold	4,313	–	–	﹤0.01%	1674
2018 Q2	$230K	Hold	4,313	–	–	﹤0.01%	1545
2018 Q1	$207K	Buy	+4,313	New	+$213K	﹤0.01%	1591
2017 Q3	–	Sell	-753	Closed	-$34K	–	3727
2017 Q2	$34K	Sell	753 -148	-16%	-$6.76K	﹤0.01%	2815
2017 Q1	$41K	Buy	901 +148	+20%	+$6.72K	﹤0.01%	2628
2016 Q4	$35K	Hold	753	–	–	﹤0.01%	2677
2016 Q3	$27K	Hold	753	–	–	﹤0.01%	2842
2016 Q2	$24K	Hold	753	–	–	﹤0.01%	2672
2016 Q1	$24K	Hold	753	–	–	﹤0.01%	2634
2015 Q4	$24K	Hold	753	–	–	﹤0.01%	2716
2015 Q3	$22K	Buy	+753	New	+$21.2K	﹤0.01%	2660

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Creative Planning's WSFS Position: Q2 2026 in Review

Creative Planning reduced its WSFS Financial (WSFS) stake by 9% in Q2 2026, selling an estimated $122K and leaving 17,290 shares worth $1.33M. The position accounts for ﹤0.01% of the portfolio, ranked #2418.

Creative Planning first reported a position in WSFS in Q3 2015 and has held it in 19 quarters since. The position peaked at $1.64M in Q4 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Creative Planning held 17,290 shares of WSFS Financial worth $1.33M as of Q2 2026.
Creative Planning sold 1,702 WSFS Financial shares in Q2 2026, an estimated $122K.
WSFS Financial made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2418 holding.
Creative Planning first reported a position in WSFS Financial in Q3 2015 and has held it in 19 quarters since.
Creative Planning's WSFS Financial position peaked at $1.64M in Q4 2025.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.