Envestnet Asset Management
WSFS icon

Envestnet Asset Management’s WSFS Financial WSFS Stock Holding History

Envestnet Asset Management’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 		$7.32M Sell
111,854
-2,955
-3% -$186K ﹤0.01% 2045
2025
Q4 		$6.34M Sell
114,809
-11,549
-9% -$632K ﹤0.01% 2016
2025
Q3 		$6.81M Sell
126,358
-4,242
-3% -$240K ﹤0.01% 2022
2025
Q2 		$7.18M Sell
130,600
-50,333
-28% -$2.61M ﹤0.01% 1962
2025
Q1 		$9.39M Buy
180,933
+1,971
+1% +$106K ﹤0.01% 1707
2024
Q4 		$9.51M Buy
178,962
+648
+0.4% +$35.3K ﹤0.01% 1686
2024
Q3 		$9.09M Buy
178,314
+2,900
+2% +$150K ﹤0.01% 1699
2024
Q2 		$8.24M Sell
175,414
-296
-0.2% -$13.1K ﹤0.01% 1682
2024
Q1 		$7.93M Buy
175,710
+1,246
+0.7% +$54.2K ﹤0.01% 1675
2023
Q4 		$8.01M Sell
174,464
-1,319
-0.8% -$51.8K ﹤0.01% 1576
2023
Q3 		$6.42M Buy
175,783
+83,627
+91% +$3.34M ﹤0.01% 1650
2023
Q2 		$3.48M Buy
92,156
+2,068
+2% +$73.5K ﹤0.01% 1927
2023
Q1 		$3.39M Buy
90,088
+4,301
+5% +$197K ﹤0.01% 1870
2022
Q4 		$3.89M Buy
85,787
+2,664
+3% +$125K ﹤0.01% 1739
2022
Q3 		$3.86M Buy
83,123
+5,882
+8% +$275K ﹤0.01% 1671
2022
Q2 		$3.1M Sell
77,241
-1,873
-2% -$77.1K ﹤0.01% 1820
2022
Q1 		$3.69M Buy
79,114
+73,824
+1,396% +$3.83M ﹤0.01% 1791
2021
Q4 		$265K Buy
5,290
+724
+16% +$37.9K ﹤0.01% 3485
2021
Q3 		$234K Sell
4,566
-130
-3% -$5.84K ﹤0.01% 3426
2021
Q2 		$219K Sell
4,696
-3,565
-43% -$182K ﹤0.01% 3447
2021
Q1 		$411K Buy
+8,261
New +$398K ﹤0.01% 2956

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

Envestnet Asset Management's WSFS Position: Q1 2026 in Review

Envestnet Asset Management reduced its WSFS Financial (WSFS) stake by 2.6% in Q1 2026, selling an estimated $186K and leaving 111,854 shares worth $7.32M. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Envestnet Asset Management first reported a position in WSFS in Q1 2021 and has held it in 21 quarters since. The position peaked at $9.51M in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Envestnet Asset Management held 111,854 shares of WSFS Financial worth $7.32M as of Q1 2026.
  • Envestnet Asset Management sold 2,955 WSFS Financial shares in Q1 2026, an estimated $186K.
  • WSFS Financial made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2045 holding.
  • Envestnet Asset Management first reported a position in WSFS Financial in Q1 2021 and has held it in 21 quarters since.
  • Envestnet Asset Management's WSFS Financial position peaked at $9.51M in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.