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&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
Q2 		$778K Buy
10,145
+64
+0.6% +$4.59K ﹤0.01% 1572
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 $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

&Partners's WSFS Position: Q2 2026 in Review

&Partners increased its WSFS Financial (WSFS) stake by 0.63% in Q2 2026, buying an estimated $4.59K and bringing the position to 10,145 shares worth $778K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

&Partners first reported a position in WSFS in Q3 2024 and has held it in 8 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • &Partners held 10,145 shares of WSFS Financial worth $778K as of Q2 2026.
  • &Partners bought 64 WSFS Financial shares in Q2 2026, an estimated $4.59K.
  • WSFS Financial made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1572 holding.
  • &Partners first reported a position in WSFS Financial in Q3 2024 and has held it in 8 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.