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Grey Fox Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-6
Closed -$320 – 610
2025
Q3 		$320 Buy
+6
New +$339 ﹤0.01% 617
2023
Q2 		– Sell
-1,258
Closed -$47.3K – 523
2023
Q1 		$47.3K Buy
1,258
+1,157
+1,146% +$53.1K 0.03% 190
2022
Q4 		$4.58K Buy
+101
New +$4.75K ﹤0.01% 320

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

Grey Fox Wealth Advisors's WSFS Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 6 shares — an estimated $320 sold.

Grey Fox Wealth Advisors first reported a position in WSFS in Q4 2022 and held it in 3 quarters. The position peaked at $47.3K in Q1 2023. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Grey Fox Wealth Advisors reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 6 WSFS Financial shares in Q4 2025, an estimated $320.
  • Grey Fox Wealth Advisors first reported a position in WSFS Financial in Q4 2022 and held it in 3 quarters.
  • Grey Fox Wealth Advisors's WSFS Financial position peaked at $47.3K in Q1 2023.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.