EWA
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EverSource Wealth Advisors’s WSFS Financial WSFS Stock Holding History

EverSource Wealth Advisors’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 		$63.8K Sell
831
-386
-32% -$27.7K ﹤0.01% 1618
2026
Q1 		$79.7K Buy
1,217
+69
+6% +$4.35K ﹤0.01% 1571
2025
Q4 		$63.4K Buy
1,148
+221
+24% +$12.1K ﹤0.01% 1591
2025
Q3 		$50K Sell
927
-45
-5% -$2.54K ﹤0.01% 1711
2025
Q2 		$53.5K Buy
972
+706
+265% +$36.7K ﹤0.01% 1576
2025
Q1 		$13.8K Buy
266
+106
+66% +$5.71K ﹤0.01% 1915
2024
Q4 		$8.5K Sell
160
-167
-51% -$9.09K ﹤0.01% 2084
2024
Q3 		$16.7K Hold
327
– – ﹤0.01% 1589
2024
Q2 		$18.5K Hold
327
– – ﹤0.01% 1546
2024
Q1 		$14K Hold
327
– – ﹤0.01% 1535
2023
Q4 		$15K Hold
327
– – ﹤0.01% 1380
2023
Q3 		$11.9K Sell
327
-29
-8% -$1.16K ﹤0.01% 1353
2023
Q2 		$13.4K Buy
356
+342
+2,443% +$12.2K ﹤0.01% 1314
2023
Q1 		$527 Sell
14
-113
-89% -$5.19K ﹤0.01% 2214
2022
Q4 		$5.76K Hold
127
– – ﹤0.01% 1549
2022
Q3 		$6K Sell
127
-1,239
-91% -$57.9K ﹤0.01% 1329
2022
Q2 		$55K Buy
1,366
+980
+254% +$40.3K 0.01% 601
2022
Q1 		$18K Hold
386
– – ﹤0.01% 752
2021
Q4 		$19K Buy
+386
New +$20.2K 0.01% 720

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

EverSource Wealth Advisors's WSFS Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its WSFS Financial (WSFS) stake by 32% in Q2 2026, selling an estimated $27.7K and leaving 831 shares worth $63.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1618.

EverSource Wealth Advisors first reported a position in WSFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $79.7K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • EverSource Wealth Advisors held 831 shares of WSFS Financial worth $63.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 386 WSFS Financial shares in Q2 2026, an estimated $27.7K.
  • WSFS Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1618 holding.
  • EverSource Wealth Advisors first reported a position in WSFS Financial in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's WSFS Financial position peaked at $79.7K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.