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NewEdge Advisors’s WSFS Financial WSFS Stock Holding History

NewEdge 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 		$32.5K Sell
496
-110
-18% -$6.93K ﹤0.01% 3051
2025
Q4 		$33.5K Buy
+606
New +$33.2K ﹤0.01% 3085
2023
Q1 		– Sell
-59
Closed -$2.67K – 4181
2022
Q4 		$2.67K Buy
+59
New +$2.77K ﹤0.01% 2760

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

NewEdge Advisors's WSFS Position: Q1 2026 in Review

NewEdge Advisors reduced its WSFS Financial (WSFS) stake by 18% in Q1 2026, selling an estimated $6.93K and leaving 496 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3051.

NewEdge Advisors first reported a position in WSFS in Q4 2022 and has held it in 3 quarters since. The position peaked at $33.5K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • NewEdge Advisors held 496 shares of WSFS Financial worth $32.5K as of Q1 2026.
  • NewEdge Advisors sold 110 WSFS Financial shares in Q1 2026, an estimated $6.93K.
  • WSFS Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3051 holding.
  • NewEdge Advisors first reported a position in WSFS Financial in Q4 2022 and has held it in 3 quarters since.
  • NewEdge Advisors's WSFS Financial position peaked at $33.5K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.