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 Q2	$7.44K	Buy	97 +13	+15%	+$932	﹤0.01%	1121
2026 Q1	$5.5K	Buy	+84	New	+$5.29K	﹤0.01%	1203

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

CVA Family Office's WSFS Position: Q2 2026 in Review

CVA Family Office increased its WSFS Financial (WSFS) stake by 15% in Q2 2026, buying an estimated $932 and bringing the position to 97 shares worth $7.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

CVA Family Office first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

CVA Family Office held 97 shares of WSFS Financial worth $7.44K as of Q2 2026.
CVA Family Office bought 13 WSFS Financial shares in Q2 2026, an estimated $932.
WSFS Financial made up ﹤0.01% of CVA Family Office's portfolio in Q2 2026, its #1121 holding.
CVA Family Office first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.