Curio Wealth’s WSFS Financial WSFS Stock Holding History

Curio Wealth’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	–	Sell	-3	Closed	-$196	–	1170
2026 Q1	$196	Buy	+3	New	+$189	﹤0.01%	788

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

Curio Wealth's WSFS Position: Q2 2026 in Review

Curio Wealth sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 3 shares — an estimated $196 sold.

Curio Wealth first reported a position in WSFS in Q1 2026 and held it in 1 quarter. The position peaked at $196 in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Curio Wealth reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 3 WSFS Financial shares in Q2 2026, an estimated $196.
Curio Wealth first reported a position in WSFS Financial in Q1 2026 and held it in 1 quarter.
Curio Wealth's WSFS Financial position peaked at $196 in Q1 2026.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.