Stephens Inc’s WSFS Financial WSFS Stock Holding History

Stephens Inc’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	$268K	Hold	4,101	–	–	﹤0.01%	1087
2025 Q4	$227K	Hold	4,101	–	–	﹤0.01%	1151
2025 Q3	$221K	Hold	4,101	–	–	﹤0.01%	1174
2025 Q2	$226K	Hold	4,101	–	–	﹤0.01%	1132
2025 Q1	$213K	Hold	4,101	–	–	﹤0.01%	1122
2024 Q4	$218K	Hold	4,101	–	–	﹤0.01%	1141
2024 Q3	$209K	Buy	+4,101	New	+$213K	﹤0.01%	1179
2022 Q1	–	Sell	-4,101	Closed	-$206K	–	1405
2021 Q4	$206K	Hold	4,101	–	–	﹤0.01%	1201
2021 Q3	$210K	Buy	+4,101	New	+$184K	﹤0.01%	1200
2021 Q2	–	Sell	-4,101	Closed	-$204K	–	1382
2021 Q1	$204K	Buy	+4,101	New	+$197K	﹤0.01%	1161
2018 Q4	–	Sell	-4,304	Closed	-$203K	–	1192
2018 Q3	$203K	Sell	4,304 -379	-8%	-$19.5K	0.01%	1058
2018 Q2	$250K	Hold	4,683	–	–	0.01%	752
2018 Q1	$224K	Sell	4,683 -4,455	-49%	-$220K	0.01%	628
2017 Q4	$437K	Sell	9,138 -16,583	-64%	-$818K	0.02%	504
2017 Q3	$1.25M	Buy	25,721 +710	+3%	+$32K	0.05%	343
2017 Q2	$1.13M	Sell	25,011 -1,978	-7%	-$90.4K	0.04%	404
2017 Q1	$1.24M	Buy	+26,989	New	+$1.23M	0.05%	373

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stephens Inc's WSFS Position: Q1 2026 in Review

Stephens Inc held its WSFS Financial (WSFS) position steady in Q1 2026 at 4,101 shares worth $268K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Stephens Inc first reported a position in WSFS in Q1 2017 and has held it in 17 quarters since. The position peaked at $1.25M in Q3 2017. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Stephens Inc held 4,101 shares of WSFS Financial worth $268K as of Q1 2026.
Stephens Inc left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of Stephens Inc's portfolio in Q1 2026, its #1087 holding.
Stephens Inc first reported a position in WSFS Financial in Q1 2017 and has held it in 17 quarters since.
Stephens Inc's WSFS Financial position peaked at $1.25M in Q3 2017.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Stephens Inc's 13F filing for Q1 2026, filed 28 Apr 2026.