Wealth Enhancement Advisory Services
WSFS icon

Wealth Enhancement Advisory Services’s WSFS Financial WSFS Stock Holding History

Wealth Enhancement Advisory Services’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 		$715K Buy
9,209
+2,297
+33% +$165K ﹤0.01% 2359
2026
Q1 		$458K Sell
6,912
-256
-4% -$16.1K ﹤0.01% 2387
2025
Q4 		$405K Buy
7,168
+1,276
+22% +$69.8K ﹤0.01% 2646
2025
Q3 		$318K Buy
5,892
+2,042
+53% +$115K ﹤0.01% 2741
2025
Q2 		$227K Buy
+3,850
New +$200K ﹤0.01% 2883

Other funds holding WSFS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Wealth Enhancement Advisory Services's WSFS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WSFS Financial (WSFS) stake by 33% in Q2 2026, buying an estimated $165K and bringing the position to 9,209 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Wealth Enhancement Advisory Services first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,209 shares of WSFS Financial worth $715K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,297 WSFS Financial shares in Q2 2026, an estimated $165K.
  • WSFS Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2359 holding.
  • Wealth Enhancement Advisory Services first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.