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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
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 $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

Sippican Capital Advisors's WSFS Position: Q1 2026 in Review

Sippican Capital Advisors increased its WSFS Financial (WSFS) stake by 4.2% in Q1 2026, buying an estimated $28.4K and bringing the position to 11,089 shares worth $726K. The position accounts for 0.5% of the portfolio, ranked #64.

Sippican Capital 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.

  • Sippican Capital Advisors held 11,089 shares of WSFS Financial worth $726K as of Q1 2026.
  • Sippican Capital Advisors bought 451 WSFS Financial shares in Q1 2026, an estimated $28.4K.
  • WSFS Financial made up 0.5% of Sippican Capital Advisors's portfolio in Q1 2026, its #64 holding.
  • Sippican Capital 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 Sippican Capital Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.