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Steve Schonfeld’s WSFS Financial WSFS Stock Holding History

Steve Schonfeld’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 		$288K Buy
+3,751
New +$269K ﹤0.01% 2054
2025
Q2 		– Sell
-20,308
Closed -$1.05M – 2606
2025
Q1 		$1.05M Buy
+20,308
New +$1.09M 0.01% 1265
2021
Q4 		– Sell
-27,524
Closed -$1.41M – 2586
2021
Q3 		$1.41M Buy
27,524
+19,324
+236% +$869K 0.01% 833
2021
Q2 		$382K Buy
+8,200
New +$418K ﹤0.01% 1331

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
Vanguard Capital Management
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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Steve Schonfeld's WSFS Position: Q2 2026 in Review

Steve Schonfeld opened a new position in WSFS Financial (WSFS) in Q2 2026: 3,751 shares worth $288K. The stake represents ﹤0.01% of the portfolio and ranks #2054 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in WSFS as recently as Q1 2025.

Steve Schonfeld first reported a position in WSFS in Q2 2021 and has held it in 4 quarters since. The position peaked at $1.41M in Q3 2021. 352 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Steve Schonfeld held 3,751 shares of WSFS Financial worth $288K as of Q2 2026.
  • WSFS Financial was a new Steve Schonfeld position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Steve Schonfeld's portfolio in Q2 2026, its #2054 holding.
  • Steve Schonfeld first reported a position in WSFS Financial in Q2 2021 and has held it in 4 quarters since.
  • Steve Schonfeld's WSFS Financial position peaked at $1.41M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.