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Gilpin Wealth Management’s WSFS Financial WSFS Stock Holding History

Gilpin Wealth 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 		$461 Hold
6
– – ﹤0.01% 706
2026
Q1 		$393 Buy
6
+5
+500% +$315 ﹤0.01% 689
2025
Q4 		$56 Buy
+1
New +$55 ﹤0.01% 938

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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

Gilpin Wealth Management's WSFS Position: Q2 2026 in Review

Gilpin Wealth Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 6 shares worth $461. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Gilpin Wealth Management first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 353 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Gilpin Wealth Management held 6 shares of WSFS Financial worth $461 as of Q2 2026.
  • Gilpin Wealth Management left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #706 holding.
  • Gilpin Wealth Management first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
  • 353 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Gilpin Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.