Strid Group’s WSFS Financial WSFS Stock Holding History

Strid Group’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	$392K	Hold	5,103	–	–	0.04%	63
2026 Q1	$334K	Hold	5,103	–	–	0.04%	62
2025 Q4	$282K	Hold	5,103	–	–	0.04%	66
2025 Q3	$275K	Hold	5,103	–	–	0.04%	62
2025 Q2	$281K	Buy	+5,103	New	+$265K	0.04%	57

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Strid Group's WSFS Position: Q2 2026 in Review

Strid Group held its WSFS Financial (WSFS) position steady in Q2 2026 at 5,103 shares worth $392K. The position accounts for 0.04% of the portfolio, ranked #63.

Strid Group first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Strid Group held 5,103 shares of WSFS Financial worth $392K as of Q2 2026.
Strid Group left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.04% of Strid Group's portfolio in Q2 2026, its #63 holding.
Strid Group first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Strid Group's 13F filing for Q2 2026, filed 23 Jul 2026.