NWWA
WSFS icon

New Wave Wealth Advisors’s WSFS Financial WSFS Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-19
Closed -$1.01K – 681
2024
Q4 		$1.01K Buy
+19
New +$1.03K ﹤0.01% 626

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

New Wave Wealth Advisors's WSFS Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of WSFS Financial (WSFS) in Q1 2025, closing a stake of 19 shares — an estimated $1.01K sold.

New Wave Wealth Advisors first reported a position in WSFS in Q4 2024 and held it in 1 quarter. The position peaked at $1.01K in Q4 2024. 263 funds tracked by Wall St. Rank hold WSFS as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining WSFS Financial position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 19 WSFS Financial shares in Q1 2025, an estimated $1.01K.
  • New Wave Wealth Advisors first reported a position in WSFS Financial in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's WSFS Financial position peaked at $1.01K in Q4 2024.
  • 263 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.