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Thurston Springer Miller Herd & Titak’s WSFS Financial WSFS Stock Holding History

Thurston Springer Miller Herd & Titak’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
2025
Q3 		– Sell
-51
Closed -$2.81K – 1365
2025
Q2 		$2.81K Hold
51
– – ﹤0.01% 1374
2025
Q1 		$2.65K Buy
+51
New +$2.75K ﹤0.01% 1400
2024
Q4 		– Sell
-18
Closed -$917 – 1397
2024
Q3 		$917 Hold
18
– – ﹤0.01% 1425
2024
Q2 		$846 Buy
+18
New +$797 ﹤0.01% 1410

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's WSFS Position: Q3 2025 in Review

Thurston Springer Miller Herd & Titak sold out of WSFS Financial (WSFS) in Q3 2025, closing a stake of 51 shares — an estimated $2.81K sold.

Thurston Springer Miller Herd & Titak first reported a position in WSFS in Q2 2024 and held it in 4 quarters. The position peaked at $2.81K in Q2 2025. 293 funds tracked by Wall St. Rank hold WSFS as of Q3 2025.

  • Thurston Springer Miller Herd & Titak reported no remaining WSFS Financial position as of Q3 2025 after selling out during the quarter.
  • Thurston Springer Miller Herd & Titak sold 51 WSFS Financial shares in Q3 2025, an estimated $2.81K.
  • Thurston Springer Miller Herd & Titak first reported a position in WSFS Financial in Q2 2024 and held it in 4 quarters.
  • Thurston Springer Miller Herd & Titak's WSFS Financial position peaked at $2.81K in Q2 2025.
  • 293 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2025.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q3 2025, filed 7 Oct 2025.