Lansing Street Advisors’s WSFS Financial WSFS Stock Holding History

Lansing Street 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 Q2	$315K	Buy	4,103 +11	+0.3%	+$788	0.07%	138
2026 Q1	$268K	Buy	4,092 +11	+0.3%	+$693	0.07%	129
2025 Q4	$225K	Buy	4,081 +13	+0.3%	+$711	0.06%	134
2025 Q3	$219K	Buy	4,068 +12	+0.3%	+$678	0.06%	137
2025 Q2	$223K	Hold	4,056	–	–	0.07%	128
2025 Q1	$210K	Hold	4,056	–	–	0.07%	130
2024 Q4	$215K	Hold	4,056	–	–	0.08%	120
2024 Q3	$207K	Buy	+4,056	New	+$210K	0.08%	114
2024 Q2	–	Sell	-5,704	Closed	-$257K	–	108
2024 Q1	$257K	Hold	5,704	–	–	0.12%	82
2023 Q4	$262K	Buy	+5,704	New	+$224K	0.14%	72

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Lansing Street Advisors's WSFS Position: Q2 2026 in Review

Lansing Street Advisors increased its WSFS Financial (WSFS) stake by 0.27% in Q2 2026, buying an estimated $788 and bringing the position to 4,103 shares worth $315K. The position accounts for 0.07% of the portfolio, ranked #138.

Lansing Street Advisors first reported a position in WSFS in Q4 2023 and has held it in 10 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Lansing Street Advisors held 4,103 shares of WSFS Financial worth $315K as of Q2 2026.
Lansing Street Advisors bought 11 WSFS Financial shares in Q2 2026, an estimated $788.
WSFS Financial made up 0.07% of Lansing Street Advisors's portfolio in Q2 2026, its #138 holding.
Lansing Street Advisors first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Lansing Street Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.