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Savant Capital’s WSFS Financial WSFS Stock Holding History

Savant Capital’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 		$294K Buy
4,491
+577
+15% +$36.4K ﹤0.01% 1183
2025
Q4 		$216K Sell
3,914
-552
-12% -$30.2K ﹤0.01% 1248
2025
Q3 		$241K Buy
4,466
+196
+5% +$11.1K ﹤0.01% 1146
2025
Q2 		$235K Buy
+4,270
New +$222K ﹤0.01% 1083

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

Savant Capital's WSFS Position: Q1 2026 in Review

Savant Capital increased its WSFS Financial (WSFS) stake by 15% in Q1 2026, buying an estimated $36.4K and bringing the position to 4,491 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #1183.

Savant Capital first reported a position in WSFS in Q2 2025 and has held it in 4 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Savant Capital held 4,491 shares of WSFS Financial worth $294K as of Q1 2026.
  • Savant Capital bought 577 WSFS Financial shares in Q1 2026, an estimated $36.4K.
  • WSFS Financial made up ﹤0.01% of Savant Capital's portfolio in Q1 2026, its #1183 holding.
  • Savant Capital first reported a position in WSFS Financial in Q2 2025 and has held it in 4 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.