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Crowley Wealth Management’s WSFS Financial WSFS Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-600
Closed -$32.4K – 367
2025
Q3 		$32.4K Hold
600
– – 0.03% 175
2025
Q2 		$33K Hold
600
– – 0.03% 163
2025
Q1 		$31.1K Hold
600
– – 0.03% 166
2024
Q4 		$31.9K Buy
+600
New +$32.6K 0.03% 165

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Crowley Wealth Management's WSFS Position: Q4 2025 in Review

Crowley Wealth Management sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 600 shares — an estimated $32.4K sold.

Crowley Wealth Management first reported a position in WSFS in Q4 2024 and held it in 4 quarters. The position peaked at $33K in Q2 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Crowley Wealth Management reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 600 WSFS Financial shares in Q4 2025, an estimated $32.4K.
  • Crowley Wealth Management first reported a position in WSFS Financial in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's WSFS Financial position peaked at $33K in Q2 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.