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
Q2 		$454K Sell
5,918
-843
-12% -$60.4K ﹤0.01% 2010
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 $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

Focus Partners Wealth's WSFS Position: Q2 2026 in Review

Focus Partners Wealth reduced its WSFS Financial (WSFS) stake by 12% in Q2 2026, selling an estimated $60.4K and leaving 5,918 shares worth $454K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

Focus Partners Wealth first reported a position in WSFS in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Focus Partners Wealth held 5,918 shares of WSFS Financial worth $454K as of Q2 2026.
  • Focus Partners Wealth sold 843 WSFS Financial shares in Q2 2026, an estimated $60.4K.
  • WSFS Financial made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2010 holding.
  • Focus Partners Wealth first reported a position in WSFS Financial in Q3 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.