Wells Fargo’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.4M | Sell |
143,552
-48,089
| -25% | -$3.03M | ﹤0.01% | 2091 |
|
|
2025
Q4 | $10.6M | Buy |
191,641
+13,582
| +8% | +$743K | ﹤0.01% | 1995 |
|
|
2025
Q3 | $9.6M | Sell |
178,059
-2,353
| -1% | -$133K | ﹤0.01% | 2040 |
|
|
2025
Q2 | $9.92M | Sell |
180,412
-39,221
| -18% | -$2.04M | ﹤0.01% | 1911 |
|
|
2025
Q1 | $11.4M | Sell |
219,633
-10,163
| -4% | -$547K | ﹤0.01% | 1759 |
|
|
2024
Q4 | $12.2M | Buy |
229,796
+2,947
| +1% | +$160K | ﹤0.01% | 1705 |
|
|
2024
Q3 | $11.6M | Sell |
226,849
-10,099
| -4% | -$523K | ﹤0.01% | 1705 |
|
|
2024
Q2 | $11.1M | Buy |
236,948
+553
| +0.2% | +$24.5K | ﹤0.01% | 1633 |
|
|
2024
Q1 | $10.7M | Buy |
236,395
+9,453
| +4% | +$411K | ﹤0.01% | 1693 |
|
|
2023
Q4 | $10.4M | Sell |
226,942
-11,810
| -5% | -$463K | ﹤0.01% | 1675 |
|
|
2023
Q3 | $8.71M | Sell |
238,752
-15,459
| -6% | -$617K | ﹤0.01% | 1660 |
|
|
2023
Q2 | $9.59M | Sell |
254,211
-3,282
| -1% | -$117K | ﹤0.01% | 1630 |
|
|
2023
Q1 | $9.68M | Buy |
257,493
+32,612
| +15% | +$1.5M | ﹤0.01% | 1628 |
|
|
2022
Q4 | $10.2M | Sell |
224,881
-8,557
| -4% | -$402K | ﹤0.01% | 1534 |
|
|
2022
Q3 | $10.8M | Sell |
233,438
-2,730
| -1% | -$128K | ﹤0.01% | 1473 |
|
|
2022
Q2 | $9.47M | Sell |
236,168
-33,892
| -13% | -$1.39M | ﹤0.01% | 1609 |
|
|
2022
Q1 | $12.6M | Buy |
270,060
+217,873
| +417% | +$11.3M | ﹤0.01% | 1647 |
|
|
2021
Q4 | $2.62M | Buy |
52,187
+19,826
| +61% | +$1.04M | ﹤0.01% | 3225 |
|
|
2021
Q3 | $1.66M | Sell |
32,361
-3,952
| -11% | -$178K | ﹤0.01% | 3824 |
|
|
2021
Q2 | $1.69M | Buy |
36,313
+3,662
| +11% | +$187K | ﹤0.01% | 3835 |
|
|
2021
Q1 | $1.63M | Sell |
32,651
-39,850
| -55% | -$1.92M | ﹤0.01% | 3876 |
|
|
2020
Q4 | $3.25M | Sell |
72,501
-53,037
| -42% | -$1.95M | ﹤0.01% | 3114 |
|
|
2020
Q3 | $3.39M | Sell |
125,538
-12,230
| -9% | -$345K | ﹤0.01% | 2867 |
|
|
2020
Q2 | $3.95M | Buy |
137,768
+27,134
| +25% | +$718K | ﹤0.01% | 2695 |
|
|
2020
Q1 | $2.76M | Buy |
110,634
+3,521
| +3% | +$127K | ﹤0.01% | 2738 |
|
|
2019
Q4 | $4.71M | Sell |
107,113
-1,133
| -1% | -$49.5K | ﹤0.01% | 2619 |
|
|
2019
Q3 | $4.77M | Sell |
108,246
-29,581
| -21% | -$1.24M | ﹤0.01% | 2588 |
|
|
2019
Q2 | $5.69M | Sell |
137,827
-26,997
| -16% | -$1.12M | ﹤0.01% | 2457 |
|
|
2019
Q1 | $6.36M | Buy |
164,824
+102,748
| +166% | +$4.27M | ﹤0.01% | 2325 |
|
|
2018
Q4 | $2.35M | Buy |
62,076
+1,100
| +2% | +$46.3K | ﹤0.01% | 3128 |
|
|
2018
Q3 | $2.87M | Sell |
60,976
-6,485
| -10% | -$334K | ﹤0.01% | 3096 |
|
|
2018
Q2 | $3.6M | Sell |
67,461
-755
| -1% | -$39.2K | ﹤0.01% | 2978 |
|
|
2018
Q1 | $3.27M | Sell |
68,216
-14,474
| -18% | -$716K | ﹤0.01% | 2964 |
|
|
2017
Q4 | $3.96M | Buy |
82,690
+4,744
| +6% | +$234K | ﹤0.01% | 2794 |
|
|
2017
Q3 | $3.8M | Buy |
77,946
+24,121
| +45% | +$1.09M | ﹤0.01% | 2775 |
|
|
2017
Q2 | $2.44M | Buy |
53,825
+6,905
| +15% | +$316K | ﹤0.01% | 3060 |
|
|
2017
Q1 | $2.16M | Sell |
46,920
-33,172
| -41% | -$1.51M | ﹤0.01% | 3144 |
|
|
2016
Q4 | $3.71M | Buy |
80,092
+27,625
| +53% | +$1.11M | ﹤0.01% | 2641 |
|
|
2016
Q3 | $1.91M | Sell |
52,467
-2,901
| -5% | -$105K | ﹤0.01% | 3010 |
|
|
2016
Q2 | $1.78M | Buy |
55,368
+10,621
| +24% | +$361K | ﹤0.01% | 3053 |
|
|
2016
Q1 | $1.46M | Buy |
44,747
+6,117
| +16% | +$185K | ﹤0.01% | 3151 |
|
|
2015
Q4 | $1.25M | Buy |
38,630
+5,132
| +15% | +$164K | ﹤0.01% | 3337 |
|
|
2015
Q3 | $965K | Sell |
33,498
-1,293
| -4% | -$36.4K | ﹤0.01% | 3533 |
|
|
2015
Q2 | $951K | Buy |
34,791
+6,225
| +22% | +$158K | ﹤0.01% | 3650 |
|
|
2015
Q1 | $721K | Buy |
28,566
+2,082
| +8% | +$53.1K | ﹤0.01% | 3727 |
|
|
2014
Q4 | $679K | Sell |
26,484
-222
| -0.8% | -$5.6K | ﹤0.01% | 3758 |
|
|
2014
Q3 | $638K | Sell |
26,706
-1,197
| -4% | -$28.9K | ﹤0.01% | 3749 |
|
|
2014
Q2 | $685K | Buy |
27,903
+7,944
| +40% | +$184K | ﹤0.01% | 3754 |
|
|
2014
Q1 | $474K | Buy |
19,959
+9,873
| +98% | +$238K | ﹤0.01% | 3908 |
|
|
2013
Q4 | $260K | Buy |
10,086
+336
| +3% | +$7.85K | ﹤0.01% | 4130 |
|
|
2013
Q3 | $196K | Sell |
9,750
-183
| -2% | -$3.66K | ﹤0.01% | 4212 |
|
|
2013
Q2 | $174K | Buy |
+9,933
| New | +$165K | ﹤0.01% | 4192 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Wells Fargo's WSFS Position: Q1 2026 in Review
Wells Fargo reduced its WSFS Financial (WSFS) stake by 25% in Q1 2026, selling an estimated $3.03M and leaving 143,552 shares worth $9.4M. The position accounts for ﹤0.01% of the portfolio, ranked #2091.
Wells Fargo first reported a position in WSFS in Q2 2013 and has held it in 52 quarters since. The position peaked at $12.6M in Q1 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Wells Fargo held 143,552 shares of WSFS Financial worth $9.4M as of Q1 2026.
- Wells Fargo sold 48,089 WSFS Financial shares in Q1 2026, an estimated $3.03M.
- WSFS Financial made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #2091 holding.
- Wells Fargo first reported a position in WSFS Financial in Q2 2013 and has held it in 52 quarters since.
- Wells Fargo's WSFS Financial position peaked at $12.6M in Q1 2022.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.