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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
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
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

IFP Advisors's WSFS Position: Q1 2026 in Review

IFP Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 410 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2612.

IFP Advisors first reported a position in WSFS in Q2 2020 and has held it in 12 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • IFP Advisors held 410 shares of WSFS Financial worth $26.8K as of Q1 2026.
  • IFP Advisors left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of IFP Advisors's portfolio in Q1 2026, its #2612 holding.
  • IFP Advisors first reported a position in WSFS Financial in Q2 2020 and has held it in 12 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on IFP Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.