Raffa Wealth Management’s WSFS Financial WSFS Stock Holding History

Raffa Wealth Management’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	$77	Hold	1	–	–	﹤0.01%	1447
2026 Q1	$65	Buy	+1	New	+$63	﹤0.01%	1366

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

Raffa Wealth Management's WSFS Position: Q2 2026 in Review

Raffa Wealth Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

Raffa Wealth Management first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 339 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Raffa Wealth Management held 1 share of WSFS Financial worth $77 as of Q2 2026.
Raffa Wealth Management left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1447 holding.
Raffa Wealth Management first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
339 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.