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New Age Alpha Advisors’s WSFS Financial WSFS Stock Holding History

New Age Alpha 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 		$96.1K Sell
1,252
-52
-4% -$3.73K ﹤0.01% 848
2026
Q1 		$85.4K Sell
1,304
-31
-2% -$1.95K ﹤0.01% 701
2025
Q4 		$73.7K Buy
+1,335
New +$73K ﹤0.01% 703
2025
Q1 		– Sell
-2,796
Closed -$149K – 1041
2024
Q4 		$149K Buy
+2,796
New +$152K 0.01% 704

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

New Age Alpha Advisors's WSFS Position: Q2 2026 in Review

New Age Alpha Advisors reduced its WSFS Financial (WSFS) stake by 4% in Q2 2026, selling an estimated $3.73K and leaving 1,252 shares worth $96.1K. The position accounts for ﹤0.01% of the portfolio, ranked #848.

New Age Alpha Advisors first reported a position in WSFS in Q4 2024 and has held it in 4 quarters since. The position peaked at $149K in Q4 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • New Age Alpha Advisors held 1,252 shares of WSFS Financial worth $96.1K as of Q2 2026.
  • New Age Alpha Advisors sold 52 WSFS Financial shares in Q2 2026, an estimated $3.73K.
  • WSFS Financial made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q2 2026, its #848 holding.
  • New Age Alpha Advisors first reported a position in WSFS Financial in Q4 2024 and has held it in 4 quarters since.
  • New Age Alpha Advisors's WSFS Financial position peaked at $149K in Q4 2024.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on New Age Alpha Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.