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McClarren Financial Advisors’s WSFS Financial WSFS Stock Holding History

McClarren Financial 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
2025
Q2 		– Sell
-51
Closed -$130K – 306
2025
Q1 		$130K Buy
+51
New +$2.75K 0.09% 91
2024
Q4 		– Sell
-50
Closed -$128 – 330
2024
Q3 		$128 Buy
50
+3
+6% +$155 0.02% 89
2024
Q2 		$118K Sell
47
-2,474
-98% -$110K 0.08% 96
2024
Q1 		$114K Buy
2,521
+1
+0% +$44 0.08% 99
2023
Q4 		$116K Hold
2,520
– – 0.09% 98
2023
Q3 		$91K Hold
2,520
– – 0.08% 108
2023
Q2 		$95K Hold
2,520
– – 0.08% 106
2023
Q1 		$94K Hold
2,520
– – 0.09% 104
2022
Q4 		$114K Hold
2,520
– – 0.11% 94
2022
Q3 		$117K Buy
+2,520
New +$118K 0.12% 82
2022
Q2 		– Sell
-2,520
Closed -$117K – 293
2022
Q1 		$117K Buy
+2,520
New +$131K 0.08% 79

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

McClarren Financial Advisors's WSFS Position: Q2 2025 in Review

McClarren Financial Advisors sold out of WSFS Financial (WSFS) in Q2 2025, closing a stake of 51 shares — an estimated $130K sold.

McClarren Financial Advisors first reported a position in WSFS in Q1 2022 and held it in 11 quarters. The position peaked at $130K in Q1 2025. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

  • McClarren Financial Advisors reported no remaining WSFS Financial position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 51 WSFS Financial shares in Q2 2025, an estimated $130K.
  • McClarren Financial Advisors first reported a position in WSFS Financial in Q1 2022 and held it in 11 quarters.
  • McClarren Financial Advisors's WSFS Financial position peaked at $130K in Q1 2025.
  • 285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.