Vista Finance’s WSFS Financial WSFS Stock Holding History

Vista Finance’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 Q3	–	Sell	-2,667	Closed	-$205K	–	69
2026 Q2	$205K	Buy	+2,667	New	+$191K	0.11%	63

Other funds holding WSFS

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Vista Finance's WSFS Position: Q3 2026 in Review

Vista Finance sold out of WSFS Financial (WSFS) in Q3 2026, closing a stake of 2,667 shares — an estimated $205K sold.

Vista Finance first reported a position in WSFS in Q2 2026 and held it in 1 quarter. The position peaked at $205K in Q2 2026. 290 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Vista Finance reported no remaining WSFS Financial position as of Q3 2026 after selling out during the quarter.
Vista Finance sold 2,667 WSFS Financial shares in Q3 2026, an estimated $205K.
Vista Finance first reported a position in WSFS Financial in Q2 2026 and held it in 1 quarter.
Vista Finance's WSFS Financial position peaked at $205K in Q2 2026.
290 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Vista Finance's 13F filing for Q3 2026, filed 23 Oct 2026.