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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
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 $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

InceptionR's WSFS Position: Q1 2026 in Review

InceptionR opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,162 shares worth $207K. The stake represents 0.05% of the portfolio and ranks #579 among its holdings. This is a return to the name: InceptionR previously reported a position in WSFS as recently as Q2 2025.

InceptionR first reported a position in WSFS in Q4 2024 and has held it in 3 quarters since. The position peaked at $765K in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • InceptionR held 3,162 shares of WSFS Financial worth $207K as of Q1 2026.
  • WSFS Financial was a new InceptionR position in Q1 2026.
  • WSFS Financial made up 0.05% of InceptionR's portfolio in Q1 2026, its #579 holding.
  • InceptionR first reported a position in WSFS Financial in Q4 2024 and has held it in 3 quarters since.
  • InceptionR's WSFS Financial position peaked at $765K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.