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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
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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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

Hillsdale Investment Management's WSFS Position: Q1 2026 in Review

Hillsdale Investment Management opened a new position in WSFS Financial (WSFS) in Q1 2026: 4,620 shares worth $302K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings. This is a return to the name: Hillsdale Investment Management previously reported a position in WSFS as recently as Q4 2015.

Hillsdale Investment Management first reported a position in WSFS in Q4 2015 and has held it in 2 quarters since. The position peaked at $353K in Q4 2015. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Hillsdale Investment Management held 4,620 shares of WSFS Financial worth $302K as of Q1 2026.
  • WSFS Financial was a new Hillsdale Investment Management position in Q1 2026.
  • WSFS Financial made up 0.01% of Hillsdale Investment Management's portfolio in Q1 2026, its #509 holding.
  • Hillsdale Investment Management first reported a position in WSFS Financial in Q4 2015 and has held it in 2 quarters since.
  • Hillsdale Investment Management's WSFS Financial position peaked at $353K in Q4 2015.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Hillsdale Investment Management's 13F filing for Q1 2026, filed 4 May 2026.