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Rialto Wealth Management’s WSFS Financial WSFS Stock Holding History

Rialto 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
Q1 		$1.64K Buy
25
+2
+9% +$126 ﹤0.01% 934
2025
Q4 		$1.27K Buy
23
+3
+15% +$164 ﹤0.01% 912
2025
Q3 		$1.08K Buy
20
+1
+5% +$56 ﹤0.01% 906
2025
Q2 		$1.04K Buy
+19
New +$987 ﹤0.01% 845

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

Rialto Wealth Management's WSFS Position: Q1 2026 in Review

Rialto Wealth Management increased its WSFS Financial (WSFS) stake by 8.7% in Q1 2026, buying an estimated $126 and bringing the position to 25 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #934.

Rialto Wealth Management 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.

  • Rialto Wealth Management held 25 shares of WSFS Financial worth $1.64K as of Q1 2026.
  • Rialto Wealth Management bought 2 WSFS Financial shares in Q1 2026, an estimated $126.
  • WSFS Financial made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #934 holding.
  • Rialto Wealth Management 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 Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.