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Sound Income Strategies’s WSFS Financial WSFS Stock Holding History

Sound Income Strategies’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 		– Sell
-60
Closed -$3.98K – 2399
2026
Q1 		$3.98K Hold
60
– – ﹤0.01% 1927
2025
Q4 		$3.41K Buy
+60
New +$3.28K ﹤0.01% 1969

Other funds holding WSFS

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VPM
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
VCM
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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Sound Income Strategies's WSFS Position: Q2 2026 in Review

Sound Income Strategies sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 60 shares — an estimated $3.98K sold.

Sound Income Strategies first reported a position in WSFS in Q4 2025 and held it in 2 quarters. The position peaked at $3.98K in Q1 2026. 271 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Sound Income Strategies reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 60 WSFS Financial shares in Q2 2026, an estimated $3.98K.
  • Sound Income Strategies first reported a position in WSFS Financial in Q4 2025 and held it in 2 quarters.
  • Sound Income Strategies's WSFS Financial position peaked at $3.98K in Q1 2026.
  • 271 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.