PharVision Advisers’s WSFS Financial WSFS Stock Holding History

PharVision Advisers’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
2025 Q4	–	Sell	-4,276	Closed	-$231K	–	1036
2025 Q3	$231K	Buy	+4,276	New	+$241K	0.13%	390

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

PharVision Advisers's WSFS Position: Q4 2025 in Review

PharVision Advisers sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 4,276 shares — an estimated $231K sold.

PharVision Advisers first reported a position in WSFS in Q3 2025 and held it in 1 quarter. The position peaked at $231K in Q3 2025. 315 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

PharVision Advisers reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
PharVision Advisers sold 4,276 WSFS Financial shares in Q4 2025, an estimated $231K.
PharVision Advisers first reported a position in WSFS Financial in Q3 2025 and held it in 1 quarter.
PharVision Advisers's WSFS Financial position peaked at $231K in Q3 2025.
315 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on PharVision Advisers's 13F filing for Q4 2025, filed 17 Feb 2026.