Private Trust Company’s WSFS Financial WSFS Stock Holding History

Private Trust Company’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	$10.4K	Buy	159 +50	+46%	+$3.15K	﹤0.01%	1961
2025 Q4	$6.02K	Hold	109	–	–	﹤0.01%	2107
2025 Q3	$5.88K	Buy	109 +19	+21%	+$1.07K	﹤0.01%	2106
2025 Q2	$4.95K	Hold	90	–	–	﹤0.01%	2068
2025 Q1	$4.67K	Hold	90	–	–	﹤0.01%	2061
2024 Q4	$4.78K	Hold	90	–	–	﹤0.01%	1993
2024 Q3	$4.59K	Buy	+90	New	+$4.66K	﹤0.01%	1977
2023 Q2	–	Sell	-109	Closed	-$4.1K	–	2379
2023 Q1	$4.1K	Sell	109 -110	-50%	-$5.05K	﹤0.01%	1906
2022 Q4	$10K	Sell	219 -57	-21%	-$2.68K	﹤0.01%	1569
2022 Q3	$13K	Hold	276	–	–	﹤0.01%	1363
2022 Q2	$11K	Buy	+276	New	+$11.4K	﹤0.01%	1474

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Trust Company's WSFS Position: Q1 2026 in Review

Private Trust Company increased its WSFS Financial (WSFS) stake by 46% in Q1 2026, buying an estimated $3.15K and bringing the position to 159 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1961.

Private Trust Company first reported a position in WSFS in Q2 2022 and has held it in 11 quarters since. The position peaked at $13K in Q3 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Private Trust Company held 159 shares of WSFS Financial worth $10.4K as of Q1 2026.
Private Trust Company bought 50 WSFS Financial shares in Q1 2026, an estimated $3.15K.
WSFS Financial made up ﹤0.01% of Private Trust Company's portfolio in Q1 2026, its #1961 holding.
Private Trust Company first reported a position in WSFS Financial in Q2 2022 and has held it in 11 quarters since.
Private Trust Company's WSFS Financial position peaked at $13K in Q3 2022.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.