IWC
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Integrated Wealth Concepts’s WSFS Financial WSFS Stock Holding History

Integrated Wealth Concepts’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 		$155K Buy
+2,023
New +$145K ﹤0.01% 2495

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

Integrated Wealth Concepts's WSFS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,023 shares worth $155K. The stake represents ﹤0.01% of the portfolio and ranks #2495 among its holdings.

355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Integrated Wealth Concepts held 2,023 shares of WSFS Financial worth $155K as of Q2 2026.
  • WSFS Financial was a new Integrated Wealth Concepts position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2495 holding.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.