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Fulcrum Asset Management’s WSFS Financial WSFS Stock Holding History

Fulcrum Asset 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
Q2 		$7.82K Buy
+102
New +$7.31K ﹤0.01% 704

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

Fulcrum Asset Management's WSFS Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 102 shares worth $7.82K. The stake represents ﹤0.01% of the portfolio and ranks #704 among its holdings.

356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Fulcrum Asset Management held 102 shares of WSFS Financial worth $7.82K as of Q2 2026.
  • WSFS Financial was a new Fulcrum Asset Management position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Fulcrum Asset Management's portfolio in Q2 2026, its #704 holding.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.