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Planning Directions’s WSFS Financial WSFS Stock Holding History

Planning Directions’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 		$502K Buy
6,544
+19
+0.3% +$1.36K 0.23% 58
2026
Q1 		$427K Buy
6,525
+330
+5% +$20.8K 0.22% 55
2025
Q4 		$342K Buy
6,195
+19
+0.3% +$1.04K 0.17% 62
2025
Q3 		$333K Buy
6,176
+19
+0.3% +$1.07K 0.17% 64
2025
Q2 		$339K Buy
+6,157
New +$320K 0.19% 58

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

Planning Directions's WSFS Position: Q2 2026 in Review

Planning Directions increased its WSFS Financial (WSFS) stake by 0.29% in Q2 2026, buying an estimated $1.36K and bringing the position to 6,544 shares worth $502K. The position accounts for 0.23% of the portfolio, ranked #58.

Planning Directions first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Planning Directions held 6,544 shares of WSFS Financial worth $502K as of Q2 2026.
  • Planning Directions bought 19 WSFS Financial shares in Q2 2026, an estimated $1.36K.
  • WSFS Financial made up 0.23% of Planning Directions's portfolio in Q2 2026, its #58 holding.
  • Planning Directions first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Planning Directions's 13F filing for Q2 2026, filed 10 Aug 2026.