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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Salomon & Ludwin's WSFS Position: Q1 2026 in Review

Salomon & Ludwin held its WSFS Financial (WSFS) position steady in Q1 2026 at 360 shares worth $23.9K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Salomon & Ludwin 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.

Salomon & Ludwin held 360 shares of WSFS Financial worth $23.9K as of Q1 2026.
Salomon & Ludwin left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of Salomon & Ludwin's portfolio in Q1 2026, its #966 holding.
Salomon & Ludwin 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 Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.