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
Q2 		$511K Sell
6,655
-1,598
-19% -$115K ﹤0.01% 1464
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 $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

Lido Advisors's WSFS Position: Q2 2026 in Review

Lido Advisors reduced its WSFS Financial (WSFS) stake by 19% in Q2 2026, selling an estimated $115K and leaving 6,655 shares worth $511K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

Lido Advisors first reported a position in WSFS in Q3 2024 and has held it in 8 quarters since. The position peaked at $540K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Lido Advisors held 6,655 shares of WSFS Financial worth $511K as of Q2 2026.
  • Lido Advisors sold 1,598 WSFS Financial shares in Q2 2026, an estimated $115K.
  • WSFS Financial made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1464 holding.
  • Lido Advisors first reported a position in WSFS Financial in Q3 2024 and has held it in 8 quarters since.
  • Lido Advisors's WSFS Financial position peaked at $540K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.