KAS
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Kemnay Advisory Services’s WSFS Financial WSFS Stock Holding History

Kemnay Advisory Services’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 		$19.4K Sell
297
-138
-32% -$8.7K ﹤0.01% 705
2025
Q4 		$24K Buy
+435
New +$23.8K ﹤0.01% 490

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

Kemnay Advisory Services's WSFS Position: Q1 2026 in Review

Kemnay Advisory Services reduced its WSFS Financial (WSFS) stake by 32% in Q1 2026, selling an estimated $8.7K and leaving 297 shares worth $19.4K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Kemnay Advisory Services first reported a position in WSFS in Q4 2025 and has held it in 2 quarters since. The position peaked at $24K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Kemnay Advisory Services held 297 shares of WSFS Financial worth $19.4K as of Q1 2026.
  • Kemnay Advisory Services sold 138 WSFS Financial shares in Q1 2026, an estimated $8.7K.
  • WSFS Financial made up ﹤0.01% of Kemnay Advisory Services's portfolio in Q1 2026, its #705 holding.
  • Kemnay Advisory Services first reported a position in WSFS Financial in Q4 2025 and has held it in 2 quarters since.
  • Kemnay Advisory Services's WSFS Financial position peaked at $24K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Kemnay Advisory Services's 13F filing for Q1 2026, filed 15 May 2026.