EH
WSFS icon

Equitable Holdings’s WSFS Financial WSFS Stock Holding History

Equitable Holdings’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 		$566K Buy
10,250
+23
+0.2% +$1.45K ﹤0.01% 1203
2025
Q4 		$565K Buy
10,227
+27
+0.3% +$1.48K ﹤0.01% 1068
2025
Q3 		$550K Buy
10,200
+26
+0.3% +$1.47K ﹤0.01% 1044
2025
Q2 		$560K Sell
10,174
-1,232
-11% -$64K ﹤0.01% 968
2025
Q1 		$592K Buy
11,406
+22
+0.2% +$1.19K 0.01% 866
2024
Q4 		$605K Buy
11,384
+22
+0.2% +$1.2K 0.01% 822
2024
Q3 		$579K Buy
11,362
+25
+0.2% +$1.3K 0.01% 821
2024
Q2 		$533K Buy
11,337
+28
+0.2% +$1.24K 0.01% 815
2024
Q1 		$510K Buy
11,309
+31
+0.3% +$1.35K 0.01% 794
2023
Q4 		$518K Buy
11,278
+864
+8% +$33.9K 0.01% 769
2023
Q3 		$380K Buy
10,414
+1,491
+17% +$59.5K 0.01% 810
2023
Q2 		$337K Buy
8,923
+37
+0.4% +$1.31K ﹤0.01% 815
2023
Q1 		$334K Buy
+8,886
New +$408K 0.01% 767

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

Equitable Holdings's WSFS Position: Q1 2026 in Review

Equitable Holdings increased its WSFS Financial (WSFS) stake by 0.22% in Q1 2026, buying an estimated $1.45K and bringing the position to 10,250 shares worth $566K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

Equitable Holdings first reported a position in WSFS in Q1 2023 and has held it in 13 quarters since. The position peaked at $605K in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Equitable Holdings held 10,250 shares of WSFS Financial worth $566K as of Q1 2026.
  • Equitable Holdings bought 23 WSFS Financial shares in Q1 2026, an estimated $1.45K.
  • WSFS Financial made up ﹤0.01% of Equitable Holdings's portfolio in Q1 2026, its #1203 holding.
  • Equitable Holdings first reported a position in WSFS Financial in Q1 2023 and has held it in 13 quarters since.
  • Equitable Holdings's WSFS Financial position peaked at $605K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Equitable Holdings's 13F filing for Q1 2026, filed 15 May 2026.