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Wealthspire Advisors (New York)’s WSFS Financial WSFS Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-320
Closed -$17.3K – 2911
2025
Q3 		$17.3K Buy
+320
New +$18.1K ﹤0.01% 1748

Other funds holding WSFS

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

Wealthspire Advisors (New York)'s WSFS Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of WSFS Financial (WSFS) in Q4 2025, closing a stake of 320 shares — an estimated $17.3K sold.

Wealthspire Advisors (New York) first reported a position in WSFS in Q3 2025 and held it in 1 quarter. The position peaked at $17.3K in Q3 2025. 314 funds tracked by Wall St. Rank hold WSFS as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining WSFS Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 320 WSFS Financial shares in Q4 2025, an estimated $17.3K.
  • Wealthspire Advisors (New York) first reported a position in WSFS Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s WSFS Financial position peaked at $17.3K in Q3 2025.
  • 314 funds tracked by Wall St. Rank held WSFS Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.