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Stillwater Private Wealth’s WSFS Financial WSFS Stock Holding History

Stillwater Private Wealth’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 		$289K Sell
3,568
-385
-10% -$27.6K 0.19% 69
2026
Q1 		$258K Buy
+3,953
New +$249K 0.22% 70

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

Stillwater Private Wealth's WSFS Position: Q2 2026 in Review

Stillwater Private Wealth reduced its WSFS Financial (WSFS) stake by 9.7% in Q2 2026, selling an estimated $27.6K and leaving 3,568 shares worth $289K. The position accounts for 0.19% of the portfolio, ranked #69.

Stillwater Private Wealth first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Stillwater Private Wealth held 3,568 shares of WSFS Financial worth $289K as of Q2 2026.
  • Stillwater Private Wealth sold 385 WSFS Financial shares in Q2 2026, an estimated $27.6K.
  • WSFS Financial made up 0.19% of Stillwater Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Stillwater Private Wealth first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.