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Stone House Investment Management’s WSFS Financial WSFS Stock Holding History

Stone House Investment Management’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 		$196 Buy
+3
New +$189 ﹤0.01% 946

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Stone House Investment Management's WSFS Position: Q1 2026 in Review

Stone House Investment Management opened a new position in WSFS Financial (WSFS) in Q1 2026: 3 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #946 among its holdings.

329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Stone House Investment Management held 3 shares of WSFS Financial worth $196 as of Q1 2026.
  • WSFS Financial was a new Stone House Investment Management position in Q1 2026.
  • WSFS Financial made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #946 holding.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.