Northwestern Mutual Wealth Management
WSFS icon

Northwestern Mutual Wealth Management’s WSFS Financial WSFS Stock Holding History

Northwestern Mutual 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
Q1 		$194K Sell
2,959
-36
-1% -$2.27K ﹤0.01% 1915
2025
Q4 		$165K Sell
2,995
-122
-4% -$6.68K ﹤0.01% 1952
2025
Q3 		$168K Hold
3,117
– – ﹤0.01% 1869
2025
Q2 		$171K Hold
3,117
– – ﹤0.01% 1802
2025
Q1 		$162K Sell
3,117
-96
-3% -$5.17K ﹤0.01% 1756
2024
Q4 		$171K Hold
3,213
– – ﹤0.01% 1720
2024
Q3 		$164K Buy
3,213
+433
+16% +$22.4K ﹤0.01% 1704
2024
Q2 		$131K Sell
2,780
-71
-2% -$3.14K ﹤0.01% 1725
2024
Q1 		$129K Buy
2,851
+71
+3% +$3.09K ﹤0.01% 1725
2023
Q4 		$128K Sell
2,780
-2,720
-49% -$107K ﹤0.01% 1690
2023
Q3 		$201K Buy
5,500
+2,720
+98% +$108K ﹤0.01% 1456
2023
Q2 		$105K Hold
2,780
– – ﹤0.01% 1701
2023
Q1 		$105K Hold
2,780
– – ﹤0.01% 1669
2022
Q4 		$126K Hold
2,780
– – ﹤0.01% 1578
2022
Q3 		$129K Hold
2,780
– – ﹤0.01% 1559
2022
Q2 		$111K Sell
2,780
-1,417
-34% -$58.3K ﹤0.01% 1605
2022
Q1 		$195K Buy
4,197
+246
+6% +$12.7K ﹤0.01% 1449
2021
Q4 		$198K Hold
3,951
– – ﹤0.01% 1444
2021
Q3 		$203K Hold
3,951
– – ﹤0.01% 1340
2021
Q2 		$184K Hold
3,951
– – ﹤0.01% 1350
2021
Q1 		$197K Sell
3,951
-1,650
-29% -$79.5K ﹤0.01% 1245
2020
Q4 		$251K Sell
5,601
-484
-8% -$17.8K ﹤0.01% 1059
2020
Q3 		$164K Sell
6,085
-100
-2% -$2.82K ﹤0.01% 1098
2020
Q2 		$178K Hold
6,185
– – ﹤0.01% 1013
2020
Q1 		$154K Hold
6,185
– – ﹤0.01% 976
2019
Q4 		$272K Hold
6,185
– – ﹤0.01% 842
2019
Q3 		$272K Sell
6,185
-48
-0.8% -$2.02K ﹤0.01% 791
2019
Q2 		$257K Sell
6,233
-2,600
-29% -$108K ﹤0.01% 813
2019
Q1 		$341K Buy
8,833
+8,349
+1,725% +$347K ﹤0.01% 711
2018
Q4 		$18K Hold
484
– – ﹤0.01% 1637
2018
Q3 		$23K Hold
484
– – ﹤0.01% 1610
2018
Q2 		$26K Sell
484
-2,816
-85% -$146K ﹤0.01% 1500
2018
Q1 		$158K Buy
+3,300
New +$163K ﹤0.01% 803

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

Northwestern Mutual Wealth Management's WSFS Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its WSFS Financial (WSFS) stake by 1.2% in Q1 2026, selling an estimated $2.27K and leaving 2,959 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1915.

Northwestern Mutual Wealth Management first reported a position in WSFS in Q1 2018 and has held it in 33 quarters since. The position peaked at $341K in Q1 2019. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Northwestern Mutual Wealth Management held 2,959 shares of WSFS Financial worth $194K as of Q1 2026.
  • Northwestern Mutual Wealth Management sold 36 WSFS Financial shares in Q1 2026, an estimated $2.27K.
  • WSFS Financial made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1915 holding.
  • Northwestern Mutual Wealth Management first reported a position in WSFS Financial in Q1 2018 and has held it in 33 quarters since.
  • Northwestern Mutual Wealth Management's WSFS Financial position peaked at $341K in Q1 2019.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.