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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
Q2 		$1.07M Sell
13,969
-148
-1% -$10.6K 0.01% 962
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 $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

Summit Trail Advisors's WSFS Position: Q2 2026 in Review

Summit Trail Advisors reduced its WSFS Financial (WSFS) stake by 1% in Q2 2026, selling an estimated $10.6K and leaving 13,969 shares worth $1.07M. The position accounts for 0.01% of the portfolio, ranked #962.

Summit Trail Advisors first reported a position in WSFS in Q4 2017 and has held it in 3 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Summit Trail Advisors held 13,969 shares of WSFS Financial worth $1.07M as of Q2 2026.
  • Summit Trail Advisors sold 148 WSFS Financial shares in Q2 2026, an estimated $10.6K.
  • WSFS Financial made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #962 holding.
  • Summit Trail Advisors first reported a position in WSFS Financial in Q4 2017 and has held it in 3 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.