FFA
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Farther Finance Advisors’s WSFS Financial WSFS Stock Holding History

Farther Finance 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 		$96.5K Buy
1,258
+82
+7% +$5.88K ﹤0.01% 2727
2026
Q1 		$77.6K Sell
1,176
-2,100
-64% -$132K ﹤0.01% 2689
2025
Q4 		$181K Sell
3,276
-446
-12% -$24.4K ﹤0.01% 1972
2025
Q3 		$201K Buy
3,722
+2,472
+198% +$140K ﹤0.01% 1611
2025
Q2 		$68.8K Buy
1,250
+1,076
+618% +$55.9K ﹤0.01% 1969
2025
Q1 		$9.07K Sell
174
-398
-70% -$21.4K ﹤0.01% 2790
2024
Q4 		$30.4K Buy
572
+550
+2,500% +$29.9K ﹤0.01% 1896
2024
Q3 		$1.12K Sell
22
-114
-84% -$5.91K ﹤0.01% 3208
2024
Q2 		$6.31K Buy
136
+126
+1,260% +$5.58K ﹤0.01% 2283
2024
Q1 		$442 Sell
10
-20
-67% -$870 ﹤0.01% 3056
2023
Q4 		$1.38K Buy
+30
New +$1.18K ﹤0.01% 2597

Other funds holding WSFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Farther Finance Advisors's WSFS Position: Q2 2026 in Review

Farther Finance Advisors increased its WSFS Financial (WSFS) stake by 7% in Q2 2026, buying an estimated $5.88K and bringing the position to 1,258 shares worth $96.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2727.

Farther Finance Advisors first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. The position peaked at $201K in Q3 2025. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Farther Finance Advisors held 1,258 shares of WSFS Financial worth $96.5K as of Q2 2026.
  • Farther Finance Advisors bought 82 WSFS Financial shares in Q2 2026, an estimated $5.88K.
  • WSFS Financial made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2727 holding.
  • Farther Finance Advisors first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
  • Farther Finance Advisors's WSFS Financial position peaked at $201K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.