FFO
WSFS icon

Fortitude Family Office’s WSFS Financial WSFS Stock Holding History

Fortitude Family Office’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 		$3.54K Buy
54
+32
+145% +$2.02K ﹤0.01% 1057
2025
Q4 		$1.22K Buy
22
+5
+29% +$274 ﹤0.01% 1381
2025
Q3 		$917 Hold
17
– – ﹤0.01% 1581
2025
Q2 		$935 Buy
+17
New +$883 ﹤0.01% 1548

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

Fortitude Family Office's WSFS Position: Q1 2026 in Review

Fortitude Family Office increased its WSFS Financial (WSFS) stake by 145% in Q1 2026, buying an estimated $2.02K and bringing the position to 54 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

Fortitude Family Office first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Fortitude Family Office held 54 shares of WSFS Financial worth $3.54K as of Q1 2026.
  • Fortitude Family Office bought 32 WSFS Financial shares in Q1 2026, an estimated $2.02K.
  • WSFS Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q1 2026, its #1057 holding.
  • Fortitude Family Office first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Fortitude Family Office's 13F filing for Q1 2026, filed 16 Apr 2026.