Tompkins Financial’s WSFS Financial WSFS Stock Holding History

Tompkins Financial’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	–	Sell	-22	Closed	-$1.22K	–	677
2025 Q4	$1.22K	Buy	+22	New	+$1.2K	﹤0.01%	581

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

Tompkins Financial's WSFS Position: Q1 2026 in Review

Tompkins Financial sold out of WSFS Financial (WSFS) in Q1 2026, closing a stake of 22 shares — an estimated $1.22K sold.

Tompkins Financial first reported a position in WSFS in Q4 2025 and held it in 1 quarter. The position peaked at $1.22K in Q4 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

Tompkins Financial reported no remaining WSFS Financial position as of Q1 2026 after selling out during the quarter.
Tompkins Financial sold 22 WSFS Financial shares in Q1 2026, an estimated $1.22K.
Tompkins Financial first reported a position in WSFS Financial in Q4 2025 and held it in 1 quarter.
Tompkins Financial's WSFS Financial position peaked at $1.22K in Q4 2025.
329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Tompkins Financial's 13F filing for Q1 2026, filed 9 Apr 2026.