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CVA Family Office’s WSFS Financial WSFS Stock Holding History

CVA Family Office’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 		$5.5K Buy
+84
New +$5.29K ﹤0.01% 1203

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

CVA Family Office's WSFS Position: Q1 2026 in Review

CVA Family Office opened a new position in WSFS Financial (WSFS) in Q1 2026: 84 shares worth $5.5K. The stake represents ﹤0.01% of the portfolio and ranks #1203 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • CVA Family Office held 84 shares of WSFS Financial worth $5.5K as of Q1 2026.
  • WSFS Financial was a new CVA Family Office position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of CVA Family Office's portfolio in Q1 2026, its #1203 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on CVA Family Office's 13F filing for Q1 2026, filed 29 Apr 2026.