Wipfli Financial Advisors’s WSFS Financial WSFS Stock Holding History

Wipfli Financial Advisors’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
2022 Q3	$5K	Buy	+115	New	+$5.37K	﹤0.01%	2106

Other funds holding WSFS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's WSFS Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in WSFS Financial (WSFS) in Q3 2022: 115 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #2106 among its holdings.

236 funds tracked by Wall St. Rank hold WSFS as of Q3 2022.

Wipfli Financial Advisors held 115 shares of WSFS Financial worth $5K as of Q3 2022.
WSFS Financial was a new Wipfli Financial Advisors position in Q3 2022.
WSFS Financial made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2106 holding.
236 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.