HFS
WSFS icon

Hantz Financial Services’s WSFS Financial WSFS Stock Holding History

Hantz Financial Services’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
Q1 		$2.63M Sell
40,230
-3,459
-8% -$218K 0.04% 280
2025
Q4 		$2.41M Sell
43,689
-3,309
-7% -$181K 0.04% 310
2025
Q3 		$2.54M Sell
46,998
-1,381
-3% -$78K 0.04% 299
2025
Q2 		$2.66M Sell
48,379
-2,745
-5% -$143K 0.04% 291
2025
Q1 		$2.65M Sell
51,124
-664
-1% -$35.8K 0.05% 289
2024
Q4 		$2.75M Sell
51,788
-3,187
-6% -$173K 0.05% 287
2024
Q3 		$2.8M Sell
54,975
-1,715
-3% -$88.9K 0.05% 289
2024
Q2 		$2.66M Buy
56,690
+2,482
+5% +$110K 0.05% 288
2024
Q1 		$2.45M Sell
54,208
-2,626
-5% -$114K 0.05% 312
2023
Q4 		$2.61M Buy
56,834
+825
+1% +$32.4K 0.06% 299
2023
Q3 		$2.04M Buy
56,009
+1,768
+3% +$70.5K 0.05% 306
2023
Q2 		$2.05M Buy
54,241
+1,299
+2% +$46.2K 0.05% 310
2023
Q1 		$1.99M Buy
52,942
+2,444
+5% +$112K 0.05% 303
2022
Q4 		$2.29M Buy
50,498
+2,076
+4% +$97.6K 0.07% 277
2022
Q3 		$2.25M Buy
48,422
+8,143
+20% +$381K 0.08% 260
2022
Q2 		$1.61M Buy
40,279
+16,957
+73% +$698K 0.05% 299
2022
Q1 		$1.09M Buy
+23,322
New +$1.21M 0.03% 370

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Hantz Financial Services's WSFS Position: Q1 2026 in Review

Hantz Financial Services reduced its WSFS Financial (WSFS) stake by 7.9% in Q1 2026, selling an estimated $218K and leaving 40,230 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #280.

Hantz Financial Services first reported a position in WSFS in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.8M in Q3 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Hantz Financial Services held 40,230 shares of WSFS Financial worth $2.63M as of Q1 2026.
  • Hantz Financial Services sold 3,459 WSFS Financial shares in Q1 2026, an estimated $218K.
  • WSFS Financial made up 0.04% of Hantz Financial Services's portfolio in Q1 2026, its #280 holding.
  • Hantz Financial Services first reported a position in WSFS Financial in Q1 2022 and has held it in 17 quarters since.
  • Hantz Financial Services's WSFS Financial position peaked at $2.8M in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Hantz Financial Services's 13F filing for Q1 2026, filed 1 May 2026.