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Summit Trail Advisors’s WSFS Financial WSFS Stock Holding History

Summit Trail Advisors’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 		$924K Buy
+14,117
New +$890K 0.01% 968
2018
Q1 		– Sell
-243
Closed -$13K – 1670
2017
Q4 		$13K Buy
+243
New +$12K ﹤0.01% 1160

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

Summit Trail Advisors's WSFS Position: Q1 2026 in Review

Summit Trail Advisors opened a new position in WSFS Financial (WSFS) in Q1 2026: 14,117 shares worth $924K. The stake represents 0.01% of the portfolio and ranks #968 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in WSFS as recently as Q4 2017.

Summit Trail Advisors first reported a position in WSFS in Q4 2017 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Summit Trail Advisors held 14,117 shares of WSFS Financial worth $924K as of Q1 2026.
  • WSFS Financial was a new Summit Trail Advisors position in Q1 2026.
  • WSFS Financial made up 0.01% of Summit Trail Advisors's portfolio in Q1 2026, its #968 holding.
  • Summit Trail Advisors first reported a position in WSFS Financial in Q4 2017 and has held it in 2 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.