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
Q2 		$788K Buy
10,274
+24
+0.2% +$1.72K ﹤0.01% 1095
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 $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

Equitable Holdings's WSFS Position: Q2 2026 in Review

Equitable Holdings increased its WSFS Financial (WSFS) stake by 0.23% in Q2 2026, buying an estimated $1.72K and bringing the position to 10,274 shares worth $788K. The position accounts for ﹤0.01% of the portfolio, ranked #1095.

Equitable Holdings first reported a position in WSFS in Q1 2023 and has held it in 14 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Equitable Holdings held 10,274 shares of WSFS Financial worth $788K as of Q2 2026.
  • Equitable Holdings bought 24 WSFS Financial shares in Q2 2026, an estimated $1.72K.
  • WSFS Financial made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1095 holding.
  • Equitable Holdings first reported a position in WSFS Financial in Q1 2023 and has held it in 14 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.