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Stephens Consulting’s WSFS Financial WSFS Stock Holding History

Stephens Consulting’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
2025
Q2 		– Sell
-20
Closed -$1.04K – 2025
2025
Q1 		$1.04K Buy
+20
New +$1.08K ﹤0.01% 629
2024
Q3 		– Sell
-43
Closed -$2.02K – 659
2024
Q2 		$2.02K Buy
+43
New +$1.9K ﹤0.01% 512

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Stephens Consulting's WSFS Position: Q2 2025 in Review

Stephens Consulting sold out of WSFS Financial (WSFS) in Q2 2025, closing a stake of 20 shares — an estimated $1.04K sold.

Stephens Consulting first reported a position in WSFS in Q2 2024 and held it in 2 quarters. The position peaked at $2.02K in Q2 2024. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

  • Stephens Consulting reported no remaining WSFS Financial position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 WSFS Financial shares in Q2 2025, an estimated $1.04K.
  • Stephens Consulting first reported a position in WSFS Financial in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's WSFS Financial position peaked at $2.02K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.