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 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 $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Creative Planning's WSFS Position: Q1 2026 in Review

Creative Planning reduced its WSFS Financial (WSFS) stake by 36% in Q1 2026, selling an estimated $678K and leaving 18,992 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #2278.

Creative Planning first reported a position in WSFS in Q3 2015 and has held it in 18 quarters since. The position peaked at $1.64M in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Creative Planning held 18,992 shares of WSFS Financial worth $1.24M as of Q1 2026.
Creative Planning sold 10,756 WSFS Financial shares in Q1 2026, an estimated $678K.
WSFS Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2278 holding.
Creative Planning first reported a position in WSFS Financial in Q3 2015 and has held it in 18 quarters since.
Creative Planning's WSFS Financial position peaked at $1.64M in Q4 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.