Prosperity Advisers’s WSFS Financial WSFS Stock Holding History

Prosperity 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
2026 Q2	$316K	Hold	4,112	–	–	0.23%	34
2026 Q1	$269K	Hold	4,112	–	–	0.22%	35
2025 Q4	$227K	Buy	+4,112	New	+$225K	0.19%	38

Other funds holding WSFS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Prosperity Advisers's WSFS Position: Q2 2026 in Review

Prosperity Advisers held its WSFS Financial (WSFS) position steady in Q2 2026 at 4,112 shares worth $316K. The position accounts for 0.23% of the portfolio, ranked #34.

Prosperity Advisers first reported a position in WSFS in Q4 2025 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Prosperity Advisers held 4,112 shares of WSFS Financial worth $316K as of Q2 2026.
Prosperity Advisers left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.23% of Prosperity Advisers's portfolio in Q2 2026, its #34 holding.
Prosperity Advisers first reported a position in WSFS Financial in Q4 2025 and has held it in 3 quarters since.
352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Prosperity Advisers's 13F filing for Q2 2026, filed 29 Jul 2026.