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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Edgestream Partners's WSFS Position: Q1 2026 in Review

Edgestream Partners sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 58,487 shares — an estimated $3.23M sold.

Edgestream Partners first reported a position in WSFS in Q3 2023 and held it in 6 quarters. The position peaked at $8.83M in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Edgestream Partners reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Edgestream Partners sold 58,487 WSFS Financial shares in Q1 2026, an estimated $3.23M.
Edgestream Partners first reported a position in WSFS Financial in Q3 2023 and held it in 6 quarters.
Edgestream Partners's WSFS Financial position peaked at $8.83M in Q2 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.