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Plante Moran Financial Advisors’s WSFS Financial WSFS Stock Holding History

Plante Moran Financial Advisors’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 		$691 Buy
+9
New +$645 ﹤0.01% 1019

Other funds holding WSFS

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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

Plante Moran Financial Advisors's WSFS Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in WSFS Financial (WSFS) in Q2 2026: 9 shares worth $691. The stake represents ﹤0.01% of the portfolio and ranks #1019 among its holdings.

355 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Plante Moran Financial Advisors held 9 shares of WSFS Financial worth $691 as of Q2 2026.
  • WSFS Financial was a new Plante Moran Financial Advisors position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #1019 holding.
  • 355 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.