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Hillsdale Investment Management’s WSFS Financial WSFS Stock Holding History

Hillsdale Investment 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
2026
Q2 		$387K Buy
5,040
+420
+9% +$30.1K 0.01% 482
2026
Q1 		$302K Buy
+4,620
New +$291K 0.01% 509
2016
Q1 		– Sell
-10,900
Closed -$353K – 557
2015
Q4 		$353K Buy
+10,900
New +$348K 0.13% 201

Other funds holding WSFS

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Dimensional Fund Advisors
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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

Hillsdale Investment Management's WSFS Position: Q2 2026 in Review

Hillsdale Investment Management increased its WSFS Financial (WSFS) stake by 9.1% in Q2 2026, buying an estimated $30.1K and bringing the position to 5,040 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #482.

Hillsdale Investment Management first reported a position in WSFS in Q4 2015 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Hillsdale Investment Management held 5,040 shares of WSFS Financial worth $387K as of Q2 2026.
  • Hillsdale Investment Management bought 420 WSFS Financial shares in Q2 2026, an estimated $30.1K.
  • WSFS Financial made up 0.01% of Hillsdale Investment Management's portfolio in Q2 2026, its #482 holding.
  • Hillsdale Investment Management first reported a position in WSFS Financial in Q4 2015 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Hillsdale Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.