Dunhill Financial’s WSFS Financial WSFS Stock Holding History

Dunhill Financial’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	$86	Hold	1	–	–	﹤0.01%	1425
2026 Q1	$74	Hold	1	–	–	﹤0.01%	1511
2025 Q4	$63	Buy	+1	New	+$55	﹤0.01%	1572

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

Dunhill Financial's WSFS Position: Q2 2026 in Review

Dunhill Financial held its WSFS Financial (WSFS) position steady in Q2 2026 at 1 share worth $86. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

Dunhill Financial first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Dunhill Financial held 1 share of WSFS Financial worth $86 as of Q2 2026.
Dunhill Financial left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up ﹤0.01% of Dunhill Financial's portfolio in Q2 2026, its #1425 holding.
Dunhill Financial first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Dunhill Financial's 13F filing for Q2 2026, filed 7 Aug 2026.