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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mutual Advisors's WSFS Position: Q1 2026 in Review

Mutual Advisors increased its WSFS Financial (WSFS) stake by 0.87% in Q1 2026, buying an estimated $2.77K and bringing the position to 5,126 shares worth $336K. 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 10 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Mutual Advisors held 5,126 shares of WSFS Financial worth $336K as of Q1 2026.
  • Mutual Advisors bought 44 WSFS Financial shares in Q1 2026, an estimated $2.77K.
  • WSFS Financial made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #1069 holding.
  • Mutual Advisors first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.