FFO
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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
Q2 		$4.3K Buy
56
+2
+4% +$143 ﹤0.01% 1152
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 $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

Fortitude Family Office's WSFS Position: Q2 2026 in Review

Fortitude Family Office increased its WSFS Financial (WSFS) stake by 3.7% in Q2 2026, buying an estimated $143 and bringing the position to 56 shares worth $4.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1152.

Fortitude Family Office first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Fortitude Family Office held 56 shares of WSFS Financial worth $4.3K as of Q2 2026.
  • Fortitude Family Office bought 2 WSFS Financial shares in Q2 2026, an estimated $143.
  • WSFS Financial made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1152 holding.
  • Fortitude Family Office first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.