SAM
WSFS icon

Smartleaf Asset Management’s WSFS Financial WSFS Stock Holding History

Smartleaf Asset Management’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 		$209K Sell
3,243
-291
-8% -$18.3K 0.01% 768
2025
Q4 		$197K Buy
3,534
+271
+8% +$14.8K 0.01% 802
2025
Q3 		$177K Buy
3,263
+218
+7% +$12.3K 0.01% 778
2025
Q2 		$168K Sell
3,045
-396
-12% -$20.6K 0.01% 636
2025
Q1 		$178K Buy
3,441
+137
+4% +$7.38K 0.02% 607
2024
Q4 		$176K Buy
3,304
+804
+32% +$43.7K 0.02% 589
2024
Q3 		$125K Sell
2,500
-505
-17% -$26.2K 0.02% 639
2024
Q2 		$138K Buy
3,005
+223
+8% +$9.87K 0.02% 481
2024
Q1 		$125K Buy
2,782
+180
+7% +$7.83K 0.02% 468
2023
Q4 		$122K Buy
+2,602
New +$102K 0.03% 397

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

Smartleaf Asset Management's WSFS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its WSFS Financial (WSFS) stake by 8.2% in Q1 2026, selling an estimated $18.3K and leaving 3,243 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #768.

Smartleaf Asset Management first reported a position in WSFS in Q4 2023 and has held it in 10 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Smartleaf Asset Management held 3,243 shares of WSFS Financial worth $209K as of Q1 2026.
  • Smartleaf Asset Management sold 291 WSFS Financial shares in Q1 2026, an estimated $18.3K.
  • WSFS Financial made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #768 holding.
  • Smartleaf Asset Management first reported a position in WSFS Financial in Q4 2023 and has held it in 10 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.