NEWAS
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N.E.W. Advisory Services’s WSFS Financial WSFS Stock Holding History

N.E.W. Advisory Services’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 		$2.76K Hold
36
– – ﹤0.01% 814
2026
Q1 		$2.36K Hold
36
– – ﹤0.01% 810
2025
Q4 		$1.99K Hold
36
– – ﹤0.01% 798
2025
Q3 		$1.94K Hold
36
– – ﹤0.01% 743
2025
Q2 		$1.98K Hold
36
– – ﹤0.01% 739
2025
Q1 		$1.87K Buy
+36
New +$1.94K ﹤0.01% 799

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

N.E.W. Advisory Services's WSFS Position: Q2 2026 in Review

N.E.W. Advisory Services held its WSFS Financial (WSFS) position steady in Q2 2026 at 36 shares worth $2.76K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

N.E.W. Advisory Services first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. 182 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • N.E.W. Advisory Services held 36 shares of WSFS Financial worth $2.76K as of Q2 2026.
  • N.E.W. Advisory Services left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #814 holding.
  • N.E.W. Advisory Services first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • 182 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.