IFP Advisors’s WSFS Financial WSFS Stock Holding History

IFP 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	$32K	Buy	417 +7	+2%	+$502	﹤0.01%	2681
2026 Q1	$26.8K	Hold	410	–	–	﹤0.01%	2612
2025 Q4	$22.6K	Buy	410 +264	+181%	+$14.4K	﹤0.01%	2665
2025 Q3	$7.87K	Buy	146 +18	+14%	+$1.02K	﹤0.01%	3029
2025 Q2	$7.04K	Buy	+128	New	+$6.65K	﹤0.01%	3133
2024 Q4	–	Hold	0	–	–	–	3465
2023 Q1	–	Sell	-3	Closed	-$8K	–	4450
2022 Q4	$8K	Buy	+3	New	+$141	﹤0.01%	3560
2022 Q1	–	Sell	-14	Closed	-$1K	–	4600
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	3146
2021 Q3	$1K	Hold	14	–	–	﹤0.01%	3158
2021 Q2	$1K	Sell	14 -10	-42%	-$509	﹤0.01%	2965
2021 Q1	$1K	Hold	24	–	–	﹤0.01%	2897
2020 Q4	$1K	Hold	24	–	–	﹤0.01%	2833
2020 Q3	$1K	Hold	24	–	–	﹤0.01%	2734
2020 Q2	$1K	Buy	+24	New	+$635	﹤0.01%	2636

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

IFP Advisors's WSFS Position: Q2 2026 in Review

IFP Advisors increased its WSFS Financial (WSFS) stake by 1.7% in Q2 2026, buying an estimated $502 and bringing the position to 417 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #2681.

IFP Advisors first reported a position in WSFS in Q2 2020 and has held it in 13 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

IFP Advisors held 417 shares of WSFS Financial worth $32K as of Q2 2026.
IFP Advisors bought 7 WSFS Financial shares in Q2 2026, an estimated $502.
WSFS Financial made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2681 holding.
IFP Advisors first reported a position in WSFS Financial in Q2 2020 and has held it in 13 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.