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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
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 $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

Planning Directions's WSFS Position: Q1 2026 in Review

Planning Directions increased its WSFS Financial (WSFS) stake by 5.3% in Q1 2026, buying an estimated $20.8K and bringing the position to 6,525 shares worth $427K. The position accounts for 0.22% of the portfolio, ranked #55.

Planning Directions first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Planning Directions held 6,525 shares of WSFS Financial worth $427K as of Q1 2026.
  • Planning Directions bought 330 WSFS Financial shares in Q1 2026, an estimated $20.8K.
  • WSFS Financial made up 0.22% of Planning Directions's portfolio in Q1 2026, its #55 holding.
  • Planning Directions first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.