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Rothschild Investment LLC’s WSFS Financial WSFS Stock Holding History

Rothschild Investment LLC’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 		$16.6K Buy
253
+53
+27% +$3.34K ﹤0.01% 1491
2025
Q4 		$11K Buy
200
+88
+79% +$4.82K ﹤0.01% 1529
2025
Q3 		$6.04K Sell
112
-18
-14% -$1.02K ﹤0.01% 1632
2025
Q2 		$7.15K Buy
130
+20
+18% +$1.04K ﹤0.01% 1350
2025
Q1 		$5.71K Buy
110
+50
+83% +$2.69K ﹤0.01% 1380
2024
Q4 		$3.19K Hold
60
– – ﹤0.01% 1543
2024
Q3 		$3.06K Buy
60
+45
+300% +$2.33K ﹤0.01% 1498
2024
Q2 		$705 Buy
15
+10
+200% +$443 ﹤0.01% 1838
2024
Q1 		$226 Buy
+5
New +$218 ﹤0.01% 1695

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

Rothschild Investment LLC's WSFS Position: Q1 2026 in Review

Rothschild Investment LLC increased its WSFS Financial (WSFS) stake by 27% in Q1 2026, buying an estimated $3.34K and bringing the position to 253 shares worth $16.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Rothschild Investment LLC first reported a position in WSFS in Q1 2024 and has held it in 9 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Rothschild Investment LLC held 253 shares of WSFS Financial worth $16.6K as of Q1 2026.
  • Rothschild Investment LLC bought 53 WSFS Financial shares in Q1 2026, an estimated $3.34K.
  • WSFS Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q1 2026, its #1491 holding.
  • Rothschild Investment LLC first reported a position in WSFS Financial in Q1 2024 and has held it in 9 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.