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Seneschal Advisors’s WSFS Financial WSFS Stock Holding History

Seneschal 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 		$68.1K Sell
888
-562
-39% -$40.3K 0.05% 80
2026
Q1 		$94.9K Hold
1,450
– – 0.07% 59
2025
Q4 		$80.1K Hold
1,450
– – 0.06% 64
2025
Q3 		$78.2K Buy
+1,450
New +$81.9K 0.06% 69

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

Seneschal Advisors's WSFS Position: Q2 2026 in Review

Seneschal Advisors reduced its WSFS Financial (WSFS) stake by 39% in Q2 2026, selling an estimated $40.3K and leaving 888 shares worth $68.1K. The position accounts for 0.05% of the portfolio, ranked #80.

Seneschal Advisors first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. The position peaked at $94.9K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Seneschal Advisors held 888 shares of WSFS Financial worth $68.1K as of Q2 2026.
  • Seneschal Advisors sold 562 WSFS Financial shares in Q2 2026, an estimated $40.3K.
  • WSFS Financial made up 0.05% of Seneschal Advisors's portfolio in Q2 2026, its #80 holding.
  • Seneschal Advisors first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • Seneschal Advisors's WSFS Financial position peaked at $94.9K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Seneschal Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.