NWM
WSFS icon

Navigoe Wealth Management’s WSFS Financial WSFS Stock Holding History

Navigoe Wealth Management’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 		$0 Buy
+4
New +$287 ﹤0.01% 1189

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

Navigoe Wealth Management's WSFS Position: Q2 2026 in Review

Navigoe Wealth Management opened a new position in WSFS Financial (WSFS) in Q2 2026: 4 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings.

353 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Navigoe Wealth Management held 4 shares of WSFS Financial worth $0 as of Q2 2026.
  • WSFS Financial was a new Navigoe Wealth Management position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #1189 holding.
  • 353 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.