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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Global Retirement Partners's WSFS Position: Q4 2025 in Review

Global Retirement Partners increased its WSFS Financial (WSFS) stake by 166% in Q4 2025, buying an estimated $63.8K and bringing the position to 1,869 shares worth $103K. The position accounts for ﹤0.01% of the portfolio, ranked #1890.

Global Retirement Partners first reported a position in WSFS in Q1 2022 and has held it in 15 quarters since. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Global Retirement Partners held 1,869 shares of WSFS Financial worth $103K as of Q4 2025.
  • Global Retirement Partners bought 1,166 WSFS Financial shares in Q4 2025, an estimated $63.8K.
  • WSFS Financial made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1890 holding.
  • Global Retirement Partners first reported a position in WSFS Financial in Q1 2022 and has held it in 15 quarters since.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.