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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Seneschal Advisors's WSFS Position: Q1 2026 in Review

Seneschal Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 1,450 shares worth $94.9K. The position accounts for 0.07% of the portfolio, ranked #59.

Seneschal Advisors first reported a position in WSFS in Q3 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Seneschal Advisors held 1,450 shares of WSFS Financial worth $94.9K as of Q1 2026.
Seneschal Advisors left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up 0.07% of Seneschal Advisors's portfolio in Q1 2026, its #59 holding.
Seneschal Advisors first reported a position in WSFS Financial in Q3 2025 and has held it in 3 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Seneschal Advisors's 13F filing for Q1 2026, filed 8 May 2026.