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WSFS icon

InceptionR’s WSFS Financial WSFS Stock Holding History

InceptionR’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 		– Sell
-3,162
Closed -$207K – 943
2026
Q1 		$207K Buy
+3,162
New +$199K 0.05% 579
2025
Q3 		– Sell
-5,529
Closed -$304K – 966
2025
Q2 		$304K Buy
+5,529
New +$287K 0.07% 442
2025
Q1 		– Sell
-14,404
Closed -$765K – 870
2024
Q4 		$765K Buy
+14,404
New +$784K 0.17% 227

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
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

InceptionR's WSFS Position: Q2 2026 in Review

InceptionR sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 3,162 shares — an estimated $207K sold.

InceptionR first reported a position in WSFS in Q4 2024 and held it in 3 quarters. The position peaked at $765K in Q4 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • InceptionR reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • InceptionR sold 3,162 WSFS Financial shares in Q2 2026, an estimated $207K.
  • InceptionR first reported a position in WSFS Financial in Q4 2024 and held it in 3 quarters.
  • InceptionR's WSFS Financial position peaked at $765K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.