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Edgestream Partners’s WSFS Financial WSFS Stock Holding History

Edgestream Partners’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 		$6.48M Buy
+84,416
New +$6.05M 0.19% 170
2026
Q1 		– Sell
-58,487
Closed -$3.23M – 1146
2025
Q4 		$3.23M Sell
58,487
-87,011
-60% -$4.76M 0.09% 403
2025
Q3 		$7.85M Sell
145,498
-15,121
-9% -$854K 0.23% 119
2025
Q2 		$8.83M Buy
+160,619
New +$8.34M 0.25% 104
2024
Q4 		– Sell
-44,914
Closed -$2.29M – 1126
2024
Q3 		$2.29M Buy
+44,914
New +$2.33M 0.1% 362
2024
Q1 		– Sell
-5,721
Closed -$263K – 1042
2023
Q4 		$263K Sell
5,721
-11,566
-67% -$454K 0.02% 745
2023
Q3 		$631K Buy
+17,287
New +$690K 0.05% 535

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Edgestream Partners's WSFS Position: Q2 2026 in Review

Edgestream Partners opened a new position in WSFS Financial (WSFS) in Q2 2026: 84,416 shares worth $6.48M. The stake represents 0.19% of the portfolio and ranks #170 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in WSFS as recently as Q4 2025.

Edgestream Partners first reported a position in WSFS in Q3 2023 and has held it in 7 quarters since. The position peaked at $8.83M in Q2 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Edgestream Partners held 84,416 shares of WSFS Financial worth $6.48M as of Q2 2026.
  • WSFS Financial was a new Edgestream Partners position in Q2 2026.
  • WSFS Financial made up 0.19% of Edgestream Partners's portfolio in Q2 2026, its #170 holding.
  • Edgestream Partners first reported a position in WSFS Financial in Q3 2023 and has held it in 7 quarters since.
  • Edgestream Partners's WSFS Financial position peaked at $8.83M in Q2 2025.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.