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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
Q2 		$645K Buy
9,057
+4,566
+102% +$327K ﹤0.01% 1086
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 $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

Savant Capital's WSFS Position: Q2 2026 in Review

Savant Capital increased its WSFS Financial (WSFS) stake by 102% in Q2 2026, buying an estimated $327K and bringing the position to 9,057 shares worth $645K. The position accounts for ﹤0.01% of the portfolio, ranked #1086.

Savant Capital first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Savant Capital held 9,057 shares of WSFS Financial worth $645K as of Q2 2026.
  • Savant Capital bought 4,566 WSFS Financial shares in Q2 2026, an estimated $327K.
  • WSFS Financial made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #1086 holding.
  • Savant Capital first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.