LPL Financial
WSFS icon

LPL Financial’s WSFS Financial WSFS Stock Holding History

LPL Financial’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 		$1.66M Buy
25,412
+3,308
+15% +$209K ﹤0.01% 3684
2025
Q4 		$1.22M Sell
22,104
-343
-2% -$18.8K ﹤0.01% 3865
2025
Q3 		$1.21M Sell
22,447
-204
-0.9% -$11.5K ﹤0.01% 3812
2025
Q2 		$1.25M Buy
22,651
+1,330
+6% +$69.1K ﹤0.01% 3546
2025
Q1 		$1.11M Buy
21,321
+261
+1% +$14.1K ﹤0.01% 3467
2024
Q4 		$1.12M Buy
21,060
+257
+1% +$14K ﹤0.01% 3399
2024
Q3 		$1.06M Buy
20,803
+4,735
+29% +$245K ﹤0.01% 3345
2024
Q2 		$755K Buy
16,068
+912
+6% +$40.4K ﹤0.01% 3510
2024
Q1 		$684K Buy
15,156
+8,901
+142% +$387K ﹤0.01% 3506
2023
Q4 		$287K Buy
6,255
+477
+8% +$18.7K ﹤0.01% 4128
2023
Q3 		$211K Buy
+5,778
New +$230K ﹤0.01% 4189
2023
Q2 		– Sell
-13,837
Closed -$520K – 4702
2023
Q1 		$520K Sell
13,837
-1,450
-9% -$66.6K ﹤0.01% 3290
2022
Q4 		$693K Buy
15,287
+494
+3% +$23.2K ﹤0.01% 2965
2022
Q3 		$687K Sell
14,793
-751
-5% -$35.1K ﹤0.01% 2852
2022
Q2 		$623K Buy
15,544
+512
+3% +$21.1K ﹤0.01% 3015
2022
Q1 		$701K Buy
+15,032
New +$779K ﹤0.01% 2912

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

LPL Financial's WSFS Position: Q1 2026 in Review

LPL Financial increased its WSFS Financial (WSFS) stake by 15% in Q1 2026, buying an estimated $209K and bringing the position to 25,412 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

LPL Financial first reported a position in WSFS in Q1 2022 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • LPL Financial held 25,412 shares of WSFS Financial worth $1.66M as of Q1 2026.
  • LPL Financial bought 3,308 WSFS Financial shares in Q1 2026, an estimated $209K.
  • WSFS Financial made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3684 holding.
  • LPL Financial first reported a position in WSFS Financial in Q1 2022 and has held it in 16 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.