Global Retirement Partners
WSFS icon

Global Retirement Partners’s WSFS Financial WSFS Stock Holding History

Global Retirement Partners’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 		$140K Buy
+1,827
New +$131K ﹤0.01% 1824
2025
Q4 		$103K Buy
1,869
+1,166
+166% +$63.8K ﹤0.01% 1890
2025
Q3 		$37.9K Sell
703
-11
-2% -$621 ﹤0.01% 2062
2025
Q2 		$39.3K Buy
+714
New +$37.1K ﹤0.01% 1910
2024
Q4 		$39.4K Buy
741
+16
+2% +$871 ﹤0.01% 1742
2024
Q3 		$37K Sell
725
-53
-7% -$2.75K ﹤0.01% 1703
2024
Q2 		$36.6K Sell
778
-81
-9% -$3.58K ﹤0.01% 1701
2024
Q1 		$38.8K Sell
859
-67
-7% -$2.92K ﹤0.01% 1514
2023
Q4 		$40.7K Sell
926
-411
-31% -$16.1K ﹤0.01% 1450
2023
Q3 		$48.1K Buy
1,337
+71
+6% +$2.83K ﹤0.01% 1290
2023
Q2 		$47.8K Sell
1,266
-174
-12% -$6.18K ﹤0.01% 1302
2023
Q1 		$47.8K Buy
1,440
+241
+20% +$11.1K ﹤0.01% 1264
2022
Q4 		$54.4K Hold
1,199
– – ﹤0.01% 1052
2022
Q3 		$56K Buy
1,199
+13
+1% +$608 ﹤0.01% 982
2022
Q2 		$48K Buy
1,186
+20
+2% +$823 ﹤0.01% 1012
2022
Q1 		$47K Buy
+1,166
New +$60.4K ﹤0.01% 1014

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 $3.38T AUM 44.17% 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
Nomura Asset Management International
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

Global Retirement Partners's WSFS Position: Q2 2026 in Review

Global Retirement Partners opened a new position in WSFS Financial (WSFS) in Q2 2026: 1,827 shares worth $140K. The stake represents ﹤0.01% of the portfolio and ranks #1824 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in WSFS as recently as Q4 2025.

Global Retirement Partners first reported a position in WSFS in Q1 2022 and has held it in 16 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Global Retirement Partners held 1,827 shares of WSFS Financial worth $140K as of Q2 2026.
  • WSFS Financial was a new Global Retirement Partners position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1824 holding.
  • Global Retirement Partners first reported a position in WSFS Financial in Q1 2022 and has held it in 16 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.