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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
Q2 		$691 Buy
9
+4
+80% +$287 ﹤0.01% 877
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 $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

HFM Investment Advisors's WSFS Position: Q2 2026 in Review

HFM Investment Advisors increased its WSFS Financial (WSFS) stake by 80% in Q2 2026, buying an estimated $287 and bringing the position to 9 shares worth $691. The position accounts for ﹤0.01% of the portfolio, ranked #877.

HFM Investment Advisors first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • HFM Investment Advisors held 9 shares of WSFS Financial worth $691 as of Q2 2026.
  • HFM Investment Advisors bought 4 WSFS Financial shares in Q2 2026, an estimated $287.
  • WSFS Financial made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #877 holding.
  • HFM Investment Advisors first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.