First Horizon Advisors’s WSFS Financial WSFS Stock Holding History

First Horizon 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
2025 Q2	$8.36K	Hold	152	–	–	﹤0.01%	1732
2025 Q1	$7.88K	Hold	152	–	–	﹤0.01%	1689
2024 Q4	$8.07K	Hold	152	–	–	﹤0.01%	1673
2024 Q3	$7.75K	Sell	152 -54	-26%	-$2.8K	﹤0.01%	1691
2024 Q2	$9.68K	Sell	206 -1,157	-85%	-$51.2K	﹤0.01%	1550
2024 Q1	$61.5K	Sell	1,363 -182	-12%	-$7.92K	﹤0.01%	858
2023 Q4	$71K	Buy	1,545 +182	+13%	+$7.14K	﹤0.01%	780
2023 Q3	$49.7K	Hold	1,363	–	–	﹤0.01%	859
2023 Q2	$51.4K	Sell	1,363 -56	-4%	-$1.99K	﹤0.01%	869
2023 Q1	$53.4K	Hold	1,419	–	–	﹤0.01%	855
2022 Q4	$64.3K	Hold	1,419	–	–	﹤0.01%	756
2022 Q3	$65K	Sell	1,419 -1,918	-57%	-$89.6K	﹤0.01%	747
2022 Q2	$133K	Buy	+3,337	New	+$137K	﹤0.01%	561

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

First Horizon Advisors's WSFS Position: Q2 2025 in Review

First Horizon Advisors held its WSFS Financial (WSFS) position steady in Q2 2025 at 152 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #1732.

First Horizon Advisors first reported a position in WSFS in Q2 2022 and has held it in 13 quarters since. The position peaked at $133K in Q2 2022. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

First Horizon Advisors held 152 shares of WSFS Financial worth $8.36K as of Q2 2025.
First Horizon Advisors left its WSFS Financial share count unchanged in Q2 2025.
WSFS Financial made up ﹤0.01% of First Horizon Advisors's portfolio in Q2 2025, its #1732 holding.
First Horizon Advisors first reported a position in WSFS Financial in Q2 2022 and has held it in 13 quarters since.
First Horizon Advisors's WSFS Financial position peaked at $133K in Q2 2022.
285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.