WSFS
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Wilmington Savings Fund Society’s WSFS Financial WSFS Stock Holding History

Wilmington Savings Fund Society’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
Q1 		$5.13M Sell
78,407
-290
-0.4% -$18.3K 0.12% 136
2025
Q4 		$4.35M Sell
78,697
-10,972
-12% -$600K 0.1% 153
2025
Q3 		$4.84M Buy
89,669
+28,471
+47% +$1.61M 0.12% 141
2025
Q2 		$3.37M Sell
61,198
-2,173
-3% -$113K 0.06% 224
2025
Q1 		$3.29M Buy
63,371
+4,235
+7% +$228K 0.06% 225
2024
Q4 		$3.14M Buy
59,136
+1,578
+3% +$85.9K 0.06% 238
2024
Q3 		$2.93M Buy
57,558
+8,763
+18% +$454K 0.05% 245
2024
Q2 		$2.29M Sell
48,795
-4,000
-8% -$177K 0.09% 158
2024
Q1 		$2.38M Buy
+52,795
New +$2.3M 0.09% 160
2023
Q3 		$2.04M Sell
55,865
-5,431
-9% -$217K 0.09% 164
2023
Q2 		$2.31M Sell
61,296
-12,980
-17% -$461K 0.1% 160
2023
Q1 		$2.79M Sell
74,276
-3,044
-4% -$140K 0.12% 137
2022
Q4 		$3.5M Sell
77,320
-1,170
-1% -$55K 0.16% 128
2022
Q3 		$3.65M Sell
78,490
-3,190
-4% -$149K 0.18% 119
2022
Q2 		$3.27M Buy
81,680
+5,146
+7% +$212K 0.15% 129
2022
Q1 		$3.57M Buy
+76,534
New +$3.97M 0.14% 135

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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

Wilmington Savings Fund Society's WSFS Position: Q1 2026 in Review

Wilmington Savings Fund Society reduced its WSFS Financial (WSFS) stake by 0.37% in Q1 2026, selling an estimated $18.3K and leaving 78,407 shares worth $5.13M. The position accounts for 0.12% of the portfolio, ranked #136.

Wilmington Savings Fund Society first reported a position in WSFS in Q1 2022 and has held it in 16 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Wilmington Savings Fund Society held 78,407 shares of WSFS Financial worth $5.13M as of Q1 2026.
  • Wilmington Savings Fund Society sold 290 WSFS Financial shares in Q1 2026, an estimated $18.3K.
  • WSFS Financial made up 0.12% of Wilmington Savings Fund Society's portfolio in Q1 2026, its #136 holding.
  • Wilmington Savings Fund Society first reported a position in WSFS Financial in Q1 2022 and has held it in 16 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2026, filed 30 Apr 2026.