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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
Q2 		– Sell
-431
Closed -$28.2K – 3194
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

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Vanguard Capital Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
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Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Root Financial Partners's WSFS Position: Q2 2026 in Review

Root Financial Partners sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 431 shares — an estimated $28.2K sold.

Root Financial Partners first reported a position in WSFS in Q3 2025 and held it in 3 quarters. The position peaked at $28.2K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Root Financial Partners reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 431 WSFS Financial shares in Q2 2026, an estimated $28.2K.
  • Root Financial Partners first reported a position in WSFS Financial in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's WSFS Financial position peaked at $28.2K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.