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 Q2	$322K	Buy	4,196 +941	+29%	+$67.4K	﹤0.01%	2277
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Sanctuary Advisors's WSFS Position: Q2 2026 in Review

Sanctuary Advisors increased its WSFS Financial (WSFS) stake by 29% in Q2 2026, buying an estimated $67.4K and bringing the position to 4,196 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Sanctuary Advisors first reported a position in WSFS in Q2 2024 and has held it in 8 quarters since. The position peaked at $779K in Q3 2024. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Sanctuary Advisors held 4,196 shares of WSFS Financial worth $322K as of Q2 2026.
Sanctuary Advisors bought 941 WSFS Financial shares in Q2 2026, an estimated $67.4K.
WSFS Financial made up ﹤0.01% of Sanctuary Advisors's portfolio in Q2 2026, its #2277 holding.
Sanctuary Advisors first reported a position in WSFS Financial in Q2 2024 and has held it in 8 quarters since.
Sanctuary Advisors's WSFS Financial position peaked at $779K in Q3 2024.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.