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Root Financial Partners’s WSFS Financial WSFS Stock Holding History

Root Financial Partners’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 		$28.2K Buy
431
+207
+92% +$13K ﹤0.01% 1151
2025
Q4 		$12.4K Buy
224
+46
+26% +$2.52K ﹤0.01% 1410
2025
Q3 		$9.6K Buy
+178
New +$10.1K ﹤0.01% 1468

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

Root Financial Partners's WSFS Position: Q1 2026 in Review

Root Financial Partners increased its WSFS Financial (WSFS) stake by 92% in Q1 2026, buying an estimated $13K and bringing the position to 431 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1151.

Root Financial Partners first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Root Financial Partners held 431 shares of WSFS Financial worth $28.2K as of Q1 2026.
  • Root Financial Partners bought 207 WSFS Financial shares in Q1 2026, an estimated $13K.
  • WSFS Financial made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1151 holding.
  • Root Financial Partners first reported a position in WSFS Financial in Q3 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.