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Salomon & Ludwin’s WSFS Financial WSFS Stock Holding History

Salomon & Ludwin’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 		$28.2K Hold
360
– – ﹤0.01% 893
2026
Q1 		$23.9K Hold
360
– – ﹤0.01% 966
2025
Q4 		$20.4K Buy
360
+307
+579% +$16.8K ﹤0.01% 887
2025
Q3 		$2.86K Buy
+53
New +$2.99K ﹤0.01% 1917

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
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

Salomon & Ludwin's WSFS Position: Q2 2026 in Review

Salomon & Ludwin held its WSFS Financial (WSFS) position steady in Q2 2026 at 360 shares worth $28.2K. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Salomon & Ludwin first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Salomon & Ludwin held 360 shares of WSFS Financial worth $28.2K as of Q2 2026.
  • Salomon & Ludwin left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q2 2026, its #893 holding.
  • Salomon & Ludwin first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.