Verdence Capital Advisors’s WSFS Financial WSFS Stock Holding History

Verdence Capital 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	Hold	14,000	–	–	0.06%	287
2026 Q1	$916K	Hold	14,000	–	–	0.05%	305
2025 Q4	$773K	Hold	14,000	–	–	0.05%	320
2025 Q3	$752K	Hold	14,000	–	–	0.04%	345
2025 Q2	$770K	Hold	14,000	–	–	0.05%	305
2025 Q1	$726K	Hold	14,000	–	–	0.06%	295
2024 Q4	$744K	Sell	14,000 -11,000	-44%	-$599K	0.06%	291
2024 Q3	$1.27M	Sell	25,000 -5,000	-17%	-$259K	0.1%	224
2024 Q2	$1.41M	Hold	30,000	–	–	0.13%	196
2024 Q1	$1.35M	Hold	30,000	–	–	0.12%	202
2023 Q4	$1.38M	Hold	30,000	–	–	0.13%	176
2023 Q3	$1.09M	Hold	30,000	–	–	0.12%	196
2023 Q2	$1.13M	Hold	30,000	–	–	0.13%	177
2023 Q1	$1.13M	Hold	30,000	–	–	0.14%	177
2022 Q4	$1.36M	Hold	30,000	–	–	0.17%	136
2022 Q3	$1.39M	Hold	30,000	–	–	0.19%	127
2022 Q2	$1.2M	Hold	30,000	–	–	0.16%	150
2022 Q1	$1.4M	Hold	30,000	–	–	0.16%	149
2021 Q4	$1.5M	Hold	30,000	–	–	0.18%	130
2021 Q3	$1.54M	Hold	30,000	–	–	0.2%	123
2021 Q2	$1.4M	Hold	30,000	–	–	0.19%	121
2021 Q1	$1.49M	Hold	30,000	–	–	0.25%	105
2020 Q4	$1.35M	Sell	30,000 -37,792	-56%	-$1.39M	0.26%	102
2020 Q3	$1.83M	Hold	67,792	–	–	0.42%	65
2020 Q2	$1.95M	Hold	67,792	–	–	0.48%	57
2020 Q1	$1.69M	Hold	67,792	–	–	0.51%	54
2019 Q4	$2.98M	Hold	67,792	–	–	0.73%	36
2019 Q3	$2.99M	Hold	67,792	–	–	0.84%	28
2019 Q2	$2.8M	Hold	67,792	–	–	0.8%	32
2019 Q1	$2.62M	Buy	+67,792	New	+$2.82M	0.71%	44

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Verdence Capital Advisors's WSFS Position: Q2 2026 in Review

Verdence Capital Advisors held its WSFS Financial (WSFS) position steady in Q2 2026 at 14,000 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #287.

Verdence Capital Advisors first reported a position in WSFS in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.99M in Q3 2019. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Verdence Capital Advisors held 14,000 shares of WSFS Financial worth $1.07M as of Q2 2026.
Verdence Capital Advisors left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.06% of Verdence Capital Advisors's portfolio in Q2 2026, its #287 holding.
Verdence Capital Advisors first reported a position in WSFS Financial in Q1 2019 and has held it in 30 quarters since.
Verdence Capital Advisors's WSFS Financial position peaked at $2.99M in Q3 2019.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.