MassMutual Private Wealth & Trust’s WSFS Financial WSFS Stock Holding History

MassMutual Private Wealth & Trust’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	$2.53K	Hold	33	–	–	﹤0.01%	1932
2026 Q1	$2.16K	Hold	33	–	–	﹤0.01%	1958
2025 Q4	$1.82K	Hold	33	–	–	﹤0.01%	2020
2025 Q3	$1.78K	Hold	33	–	–	﹤0.01%	2020
2025 Q2	$1.81K	Hold	33	–	–	﹤0.01%	1980
2025 Q1	$1.71K	Hold	33	–	–	﹤0.01%	1967
2024 Q4	$1.75K	Hold	33	–	–	﹤0.01%	1868
2024 Q3	$1.68K	Hold	33	–	–	﹤0.01%	1701
2024 Q2	$1.55K	Buy	33 +12	+57%	+$531	﹤0.01%	1714
2024 Q1	$948	Sell	21 -4	-16%	-$174	﹤0.01%	1718
2023 Q4	$1.15K	Buy	+25	New	+$981	﹤0.01%	1651
2022 Q4	–	Sell	-94	Closed	-$4K	–	1880
2022 Q3	$4K	Sell	94 -1	-1%	-$47	﹤0.01%	1046
2022 Q2	$4K	Buy	95 +94	+9,400%	+$3.87K	﹤0.01%	999
2022 Q1	$0	Buy	+1	New	+$52	﹤0.01%	1656

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

MassMutual Private Wealth & Trust's WSFS Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its WSFS Financial (WSFS) position steady in Q2 2026 at 33 shares worth $2.53K. The position accounts for ﹤0.01% of the portfolio, ranked #1932.

MassMutual Private Wealth & Trust first reported a position in WSFS in Q1 2022 and has held it in 14 quarters since. The position peaked at $4K in Q3 2022. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

MassMutual Private Wealth & Trust held 33 shares of WSFS Financial worth $2.53K as of Q2 2026.
MassMutual Private Wealth & Trust left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #1932 holding.
MassMutual Private Wealth & Trust first reported a position in WSFS Financial in Q1 2022 and has held it in 14 quarters since.
MassMutual Private Wealth & Trust's WSFS Financial position peaked at $4K in Q3 2022.
29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.