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Sanctuary Advisors’s WSFS Financial WSFS Stock Holding History

Sanctuary Advisors’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 		$213K Buy
+3,255
New +$205K ﹤0.01% 2330
2025
Q4 		– Sell
-5,579
Closed -$301K – 2586
2025
Q3 		$301K Sell
5,579
-6,415
-53% -$362K ﹤0.01% 2003
2025
Q2 		$660K Sell
11,994
-600
-5% -$31.2K ﹤0.01% 1458
2025
Q1 		$653K Sell
12,594
-255
-2% -$13.7K ﹤0.01% 1351
2024
Q4 		$714K Sell
12,849
-30
-0.2% -$1.63K ﹤0.01% 1462
2024
Q3 		$779K Buy
12,879
+6,466
+101% +$335K ﹤0.01% 1403
2024
Q2 		$275K Buy
+6,413
New +$284K ﹤0.01% 2002

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

Sanctuary Advisors's WSFS Position: Q1 2026 in Review

Sanctuary Advisors opened a new position in WSFS Financial (WSFS) in Q1 2026: 3,255 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #2330 among its holdings. This is a return to the name: Sanctuary Advisors previously reported a position in WSFS as recently as Q3 2025.

Sanctuary Advisors first reported a position in WSFS in Q2 2024 and has held it in 7 quarters since. The position peaked at $779K in Q3 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Sanctuary Advisors held 3,255 shares of WSFS Financial worth $213K as of Q1 2026.
  • WSFS Financial was a new Sanctuary Advisors position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Sanctuary Advisors's portfolio in Q1 2026, its #2330 holding.
  • Sanctuary Advisors first reported a position in WSFS Financial in Q2 2024 and has held it in 7 quarters since.
  • Sanctuary Advisors's WSFS Financial position peaked at $779K in Q3 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.