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Mutual Advisors’s WSFS Financial WSFS Stock Holding History

Mutual 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
Q2 		$393K Hold
5,126
– – 0.01% 1069
2026
Q1 		$336K Buy
5,126
+44
+0.9% +$2.77K 0.01% 1069
2025
Q4 		$281K Hold
5,082
– – 0.01% 1111
2025
Q3 		$268K Hold
5,082
– – 0.01% 1097
2025
Q2 		$286K Hold
5,082
– – 0.01% 986
2025
Q1 		$263K Sell
5,082
-8
-0.2% -$431 0.01% 936
2024
Q4 		$272K Hold
5,090
– – 0.01% 912
2024
Q3 		$258K Buy
5,090
+15
+0.3% +$777 0.01% 963
2024
Q2 		$287K Buy
5,075
+12
+0.2% +$531 0.01% 908
2024
Q1 		$229K Hold
5,063
– – 0.01% 984
2023
Q4 		$233K Buy
+5,063
New +$199K 0.01% 911

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Mutual Advisors's WSFS Position: Q2 2026 in Review

Mutual Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 5,126 shares worth $393K. The position accounts for 0.01% of the portfolio, ranked #1069.

Mutual Advisors first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Mutual Advisors held 5,126 shares of WSFS Financial worth $393K as of Q2 2026.
  • Mutual Advisors left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1069 holding.
  • Mutual Advisors first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.