Lido Advisors
WSFS icon

Lido Advisors’s WSFS Financial WSFS Stock Holding History

Lido 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
Q1 		$540K Buy
8,253
+1,624
+24% +$102K ﹤0.01% 1258
2025
Q4 		$360K Buy
6,629
+240
+4% +$13.1K ﹤0.01% 1467
2025
Q3 		$345K Buy
6,389
+225
+4% +$12.7K ﹤0.01% 1416
2025
Q2 		$339K Sell
6,164
-170
-3% -$8.83K ﹤0.01% 1279
2025
Q1 		$329K Sell
6,334
-55
-0.9% -$2.96K ﹤0.01% 1173
2024
Q4 		$339K Buy
6,389
+1,662
+35% +$90.4K ﹤0.01% 1160
2024
Q3 		$241K Buy
+4,727
New +$245K ﹤0.01% 1248

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

Lido Advisors's WSFS Position: Q1 2026 in Review

Lido Advisors increased its WSFS Financial (WSFS) stake by 24% in Q1 2026, buying an estimated $102K and bringing the position to 8,253 shares worth $540K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Lido Advisors first reported a position in WSFS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Lido Advisors held 8,253 shares of WSFS Financial worth $540K as of Q1 2026.
  • Lido Advisors bought 1,624 WSFS Financial shares in Q1 2026, an estimated $102K.
  • WSFS Financial made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1258 holding.
  • Lido Advisors first reported a position in WSFS Financial in Q3 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.