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Forum Financial Management’s WSFS Financial WSFS Stock Holding History

Forum Financial Management’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 		– Sell
-5,674
Closed -$313K – 994
2025
Q4 		$313K Sell
5,674
-60
-1% -$3.28K ﹤0.01% 727
2025
Q3 		$309K Buy
5,734
+1
+0% +$56 ﹤0.01% 720
2025
Q2 		$315K Buy
5,733
+116
+2% +$6.02K ﹤0.01% 644
2025
Q1 		$291K Sell
5,617
-42
-0.7% -$2.26K ﹤0.01% 609
2024
Q4 		$301K Sell
5,659
-387
-6% -$21.1K 0.01% 613
2024
Q3 		$308K Buy
6,046
+1
+0% +$52 0.01% 501
2024
Q2 		$284K Buy
6,045
+3
+0% +$133 0.01% 504
2024
Q1 		$273K Buy
6,042
+9
+0.1% +$392 ﹤0.01% 542
2023
Q4 		$277K Sell
6,033
-328
-5% -$12.9K 0.01% 485
2023
Q3 		$232K Hold
6,361
– – 0.01% 525
2023
Q2 		$240K Buy
+6,361
New +$226K 0.01% 529

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

Forum Financial Management's WSFS Position: Q1 2026 in Review

Forum Financial Management sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 5,674 shares — an estimated $313K sold.

Forum Financial Management first reported a position in WSFS in Q2 2023 and held it in 11 quarters. The position peaked at $315K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Forum Financial Management reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 5,674 WSFS Financial shares in Q1 2026, an estimated $313K.
  • Forum Financial Management first reported a position in WSFS Financial in Q2 2023 and held it in 11 quarters.
  • Forum Financial Management's WSFS Financial position peaked at $315K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.