Focus Partners Wealth
WSFS icon

Focus Partners Wealth’s WSFS Financial WSFS Stock Holding History

Focus Partners Wealth’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 		$443K Buy
6,761
+1,131
+20% +$71.3K ﹤0.01% 1999
2025
Q4 		$311K Buy
5,630
+1,471
+35% +$80.5K ﹤0.01% 2207
2025
Q3 		$224K Sell
4,159
-337
-7% -$19K ﹤0.01% 2001
2025
Q2 		$247K Sell
4,496
-99
-2% -$5.14K ﹤0.01% 1774
2025
Q1 		$238K Buy
4,595
+160
+4% +$8.62K ﹤0.01% 1684
2024
Q4 		$236K Buy
4,435
+25
+0.6% +$1.36K ﹤0.01% 1658
2024
Q3 		$225K Buy
+4,410
New +$229K ﹤0.01% 1421

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

Focus Partners Wealth's WSFS Position: Q1 2026 in Review

Focus Partners Wealth increased its WSFS Financial (WSFS) stake by 20% in Q1 2026, buying an estimated $71.3K and bringing the position to 6,761 shares worth $443K. The position accounts for ﹤0.01% of the portfolio, ranked #1999.

Focus Partners Wealth first reported a position in WSFS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Focus Partners Wealth held 6,761 shares of WSFS Financial worth $443K as of Q1 2026.
  • Focus Partners Wealth bought 1,131 WSFS Financial shares in Q1 2026, an estimated $71.3K.
  • WSFS Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1999 holding.
  • Focus Partners Wealth first reported a position in WSFS Financial in Q3 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.