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WSFS icon

&Partners’s WSFS Financial WSFS Stock Holding History

&Partners’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 		$653K Sell
10,081
-54
-0.5% -$3.4K ﹤0.01% 1546
2025
Q4 		$560K Sell
10,135
-375
-4% -$20.5K ﹤0.01% 1546
2025
Q3 		$563K Buy
10,510
+776
+8% +$43.8K ﹤0.01% 1383
2025
Q2 		$535K Sell
9,734
-2,074
-18% -$108K ﹤0.01% 1322
2025
Q1 		$611K Buy
11,808
+851
+8% +$45.8K 0.01% 1041
2024
Q4 		$584K Buy
10,957
+275
+3% +$15K 0.01% 1014
2024
Q3 		$545K Buy
+10,682
New +$554K 0.01% 830

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

&Partners's WSFS Position: Q1 2026 in Review

&Partners reduced its WSFS Financial (WSFS) stake by 0.53% in Q1 2026, selling an estimated $3.4K and leaving 10,081 shares worth $653K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

&Partners first reported a position in WSFS in Q3 2024 and has held it in 7 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • &Partners held 10,081 shares of WSFS Financial worth $653K as of Q1 2026.
  • &Partners sold 54 WSFS Financial shares in Q1 2026, an estimated $3.4K.
  • WSFS Financial made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1546 holding.
  • &Partners first reported a position in WSFS Financial in Q3 2024 and has held it in 7 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.