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HFM Investment Advisors’s WSFS Financial WSFS Stock Holding History

HFM Investment 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
2026
Q1 		$327 Hold
5
– – ﹤0.01% 835
2025
Q4 		$277 Hold
5
– – ﹤0.01% 921
2025
Q3 		$270 Sell
5
-1
-17% -$56 ﹤0.01% 901
2025
Q2 		$330 Buy
6
+4
+200% +$208 ﹤0.01% 813
2025
Q1 		$104 Buy
+2
New +$108 ﹤0.01% 846

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

HFM Investment Advisors's WSFS Position: Q1 2026 in Review

HFM Investment Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 5 shares worth $327. The position accounts for ﹤0.01% of the portfolio, ranked #835.

HFM Investment Advisors first reported a position in WSFS in Q1 2025 and has held it in 5 quarters since. The position peaked at $330 in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • HFM Investment Advisors held 5 shares of WSFS Financial worth $327 as of Q1 2026.
  • HFM Investment Advisors left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q1 2026, its #835 holding.
  • HFM Investment Advisors first reported a position in WSFS Financial in Q1 2025 and has held it in 5 quarters since.
  • HFM Investment Advisors's WSFS Financial position peaked at $330 in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on HFM Investment Advisors's 13F filing for Q1 2026, filed 1 May 2026.