HighTower Advisors
WSFS icon

HighTower Advisors’s WSFS Financial WSFS Stock Holding History

HighTower 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 		$364K Sell
5,561
-61
-1% -$3.85K ﹤0.01% 2991
2025
Q4 		$311K Buy
5,622
+497
+10% +$27.2K ﹤0.01% 3017
2025
Q3 		$276K Buy
5,125
+340
+7% +$19.2K ﹤0.01% 3116
2025
Q2 		$263K Sell
4,785
-493
-9% -$25.6K ﹤0.01% 3046
2025
Q1 		$274K Buy
5,278
+516
+11% +$27.8K ﹤0.01% 2940
2024
Q4 		$253K Buy
4,762
+290
+6% +$15.8K ﹤0.01% 3016
2024
Q3 		$229K Sell
4,472
-508
-10% -$26.3K ﹤0.01% 3038
2024
Q2 		$236K Buy
4,980
+458
+10% +$20.3K ﹤0.01% 2910
2024
Q1 		$203K Buy
+4,522
New +$197K ﹤0.01% 2979

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

HighTower Advisors's WSFS Position: Q1 2026 in Review

HighTower Advisors reduced its WSFS Financial (WSFS) stake by 1.1% in Q1 2026, selling an estimated $3.85K and leaving 5,561 shares worth $364K. The position accounts for ﹤0.01% of the portfolio, ranked #2991.

HighTower Advisors first reported a position in WSFS in Q1 2024 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • HighTower Advisors held 5,561 shares of WSFS Financial worth $364K as of Q1 2026.
  • HighTower Advisors sold 61 WSFS Financial shares in Q1 2026, an estimated $3.85K.
  • WSFS Financial made up ﹤0.01% of HighTower Advisors's portfolio in Q1 2026, its #2991 holding.
  • HighTower Advisors first reported a position in WSFS Financial in Q1 2024 and has held it in 9 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.