TD Private Client Wealth’s WSFS Financial WSFS Stock Holding History

TD Private Client 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 Q1	$262	Hold	4	–	–	﹤0.01%	1539
2025 Q4	$221	Buy	+4	New	+$219	﹤0.01%	1532

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TD Private Client Wealth's WSFS Position: Q1 2026 in Review

TD Private Client Wealth held its WSFS Financial (WSFS) position steady in Q1 2026 at 4 shares worth $262. The position accounts for ﹤0.01% of the portfolio, ranked #1539.

TD Private Client Wealth first reported a position in WSFS in Q4 2025 and has held it in 2 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

TD Private Client Wealth held 4 shares of WSFS Financial worth $262 as of Q1 2026.
TD Private Client Wealth left its WSFS Financial share count unchanged in Q1 2026.
WSFS Financial made up ﹤0.01% of TD Private Client Wealth's portfolio in Q1 2026, its #1539 holding.
TD Private Client Wealth first reported a position in WSFS Financial in Q4 2025 and has held it in 2 quarters since.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on TD Private Client Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.