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Hemington Wealth Management’s WSFS Financial WSFS Stock Holding History

Hemington 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
2025
Q3 		$7K Buy
133
+5
+4% +$282 ﹤0.01% 1041
2025
Q2 		$7K Buy
128
+3
+2% +$156 ﹤0.01% 1016
2025
Q1 		$6K Buy
125
+28
+29% +$1.51K ﹤0.01% 1012
2024
Q4 		$5K Buy
97
+12
+14% +$653 ﹤0.01% 1045
2024
Q3 		$4K Buy
+85
New +$4.41K ﹤0.01% 1034

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Hemington Wealth Management's WSFS Position: Q3 2025 in Review

Hemington Wealth Management increased its WSFS Financial (WSFS) stake by 3.9% in Q3 2025, buying an estimated $282 and bringing the position to 133 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Hemington Wealth Management first reported a position in WSFS in Q3 2024 and has held it in 5 quarters since. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Hemington Wealth Management held 133 shares of WSFS Financial worth $7K as of Q3 2025.
  • Hemington Wealth Management bought 5 WSFS Financial shares in Q3 2025, an estimated $282.
  • WSFS Financial made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1041 holding.
  • Hemington Wealth Management first reported a position in WSFS Financial in Q3 2024 and has held it in 5 quarters since.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.