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Sippican Capital Advisors’s WSFS Financial WSFS Stock Holding History

Sippican Capital 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 		$851K Hold
11,089
– – 0.52% 60
2026
Q1 		$726K Buy
11,089
+451
+4% +$28.4K 0.5% 64
2025
Q4 		$588K Buy
10,638
+3,695
+53% +$202K 0.38% 75
2025
Q3 		$374K Buy
+6,943
New +$392K 0.25% 87

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

Sippican Capital Advisors's WSFS Position: Q2 2026 in Review

Sippican Capital Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 11,089 shares worth $851K. The position accounts for 0.52% of the portfolio, ranked #60.

Sippican Capital Advisors first reported a position in WSFS in Q3 2025 and has held it in 4 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Sippican Capital Advisors held 11,089 shares of WSFS Financial worth $851K as of Q2 2026.
  • Sippican Capital Advisors left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up 0.52% of Sippican Capital Advisors's portfolio in Q2 2026, its #60 holding.
  • Sippican Capital Advisors first reported a position in WSFS Financial in Q3 2025 and has held it in 4 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.