Manchester Capital Management’s WSFS Financial WSFS Stock Holding History

Manchester Capital Management’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	$66	Hold	1	–	–	﹤0.01%	1303
2025 Q4	$56	Hold	1	–	–	﹤0.01%	1341
2025 Q3	$54	Hold	1	–	–	﹤0.01%	1282
2025 Q2	$55	Hold	1	–	–	﹤0.01%	1194
2025 Q1	$52	Hold	1	–	–	﹤0.01%	1163
2024 Q4	$54	Hold	1	–	–	﹤0.01%	1148
2024 Q3	$51	Hold	1	–	–	﹤0.01%	1170
2024 Q2	$47	Hold	1	–	–	﹤0.01%	1147
2024 Q1	$46	Hold	1	–	–	﹤0.01%	1030
2023 Q4	$46	Hold	1	–	–	﹤0.01%	1000
2023 Q3	$37	Hold	1	–	–	﹤0.01%	1009
2023 Q2	$38	Hold	1	–	–	﹤0.01%	948
2023 Q1	$38	Hold	1	–	–	﹤0.01%	1060
2022 Q4	$45	Hold	1	–	–	﹤0.01%	986
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1025
2022 Q2	$0	Sell	1 -19	-95%	-$782	﹤0.01%	1172
2022 Q1	$1K	Buy	20 +1	+5%	+$52	﹤0.01%	1001
2021 Q4	$1K	Buy	+19	New	+$995	﹤0.01%	989
2017 Q3	–	Sell	-8,640	Closed	-$392K	–	497
2017 Q2	$392K	Hold	8,640	–	–	0.06%	129
2017 Q1	$397K	Hold	8,640	–	–	0.06%	129
2016 Q4	$400K	Hold	8,640	–	–	0.06%	130
2016 Q3	$315K	Sell	8,640 -5,156	-37%	-$186K	0.05%	153
2016 Q2	$444K	Sell	13,796 -4,267	-24%	-$145K	0.06%	134
2016 Q1	$587K	Hold	18,063	–	–	0.08%	110
2015 Q4	$585K	Hold	18,063	–	–	0.08%	106
2015 Q3	$520K	Hold	18,063	–	–	0.09%	99
2015 Q2	$494K	Hold	18,063	–	–	0.08%	114
2015 Q1	$455K	Hold	18,063	–	–	0.07%	119
2014 Q4	$463K	Hold	18,063	–	–	0.06%	172
2014 Q3	$431K	Hold	18,063	–	–	0.06%	168
2014 Q2	$444K	Buy	+18,063	New	+$419K	0.06%	172

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Manchester Capital Management's WSFS Position: Q1 2026 in Review

Manchester Capital Management held its WSFS Financial (WSFS) position steady in Q1 2026 at 1 share worth $66. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Manchester Capital Management first reported a position in WSFS in Q2 2014 and has held it in 31 quarters since. The position peaked at $587K in Q1 2016. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Manchester Capital Management held 1 share of WSFS Financial worth $66 as of Q1 2026.
Manchester Capital Management left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1303 holding.
Manchester Capital Management first reported a position in WSFS Financial in Q2 2014 and has held it in 31 quarters since.
Manchester Capital Management's WSFS Financial position peaked at $587K in Q1 2016.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.