Mill Creek Capital Advisors’s WSFS Financial WSFS Stock Holding History

Mill Creek Capital 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 Q1	$922K	Hold	14,085	–	–	0.02%	128
2025 Q4	$778K	Hold	14,085	–	–	0.02%	131
2025 Q3	$760K	Hold	14,085	–	–	0.02%	133
2025 Q2	$775K	Hold	14,085	–	–	0.02%	127
2025 Q1	$731K	Hold	14,085	–	–	0.02%	131
2024 Q4	$748K	Hold	14,085	–	–	0.02%	132
2024 Q3	$718K	Buy	+14,085	New	+$730K	0.02%	139
2024 Q1	–	Sell	-11,495	Closed	-$528K	–	254
2023 Q4	$528K	Sell	11,495 -3,148	-21%	-$124K	0.02%	150
2023 Q3	$534K	Buy	+14,643	New	+$584K	0.02%	136

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

Mill Creek Capital Advisors's WSFS Position: Q1 2026 in Review

Mill Creek Capital Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 14,085 shares worth $922K. The position accounts for 0.02% of the portfolio, ranked #128.

Mill Creek Capital Advisors first reported a position in WSFS in Q3 2023 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Mill Creek Capital Advisors held 14,085 shares of WSFS Financial worth $922K as of Q1 2026.
Mill Creek Capital Advisors left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up 0.02% of Mill Creek Capital Advisors's portfolio in Q1 2026, its #128 holding.
Mill Creek Capital Advisors first reported a position in WSFS Financial in Q3 2023 and has held it in 9 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Mill Creek Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.