NA
WSFS icon

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
Q2 		$38.1K Hold
496
– – ﹤0.01% 3188
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 $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

NewEdge Advisors's WSFS Position: Q2 2026 in Review

NewEdge Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 496 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3188.

NewEdge Advisors first reported a position in WSFS in Q4 2022 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • NewEdge Advisors held 496 shares of WSFS Financial worth $38.1K as of Q2 2026.
  • NewEdge Advisors left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3188 holding.
  • NewEdge Advisors first reported a position in WSFS Financial in Q4 2022 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.