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WPG Advisers’s WSFS Financial WSFS Stock Holding History

WPG Advisers’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 		$5.83K Buy
76
+13
+21% +$932 ﹤0.01% 933
2026
Q1 		$4.12K Hold
63
– – ﹤0.01% 925
2025
Q4 		$3.48K Buy
63
+1
+2% +$55 ﹤0.01% 998
2025
Q3 		$3.34K Sell
62
-16
-21% -$903 ﹤0.01% 1015
2025
Q2 		$4.29K Sell
78
-2
-3% -$104 ﹤0.01% 928
2025
Q1 		$4.15K Buy
80
+22
+38% +$1.19K ﹤0.01% 939
2024
Q4 		$3.08K Buy
+58
New +$3.16K ﹤0.01% 965

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

WPG Advisers's WSFS Position: Q2 2026 in Review

WPG Advisers increased its WSFS Financial (WSFS) stake by 21% in Q2 2026, buying an estimated $932 and bringing the position to 76 shares worth $5.83K. The position accounts for ﹤0.01% of the portfolio, ranked #933.

WPG Advisers first reported a position in WSFS in Q4 2024 and has held it in 7 quarters since. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • WPG Advisers held 76 shares of WSFS Financial worth $5.83K as of Q2 2026.
  • WPG Advisers bought 13 WSFS Financial shares in Q2 2026, an estimated $932.
  • WSFS Financial made up ﹤0.01% of WPG Advisers's portfolio in Q2 2026, its #933 holding.
  • WPG Advisers first reported a position in WSFS Financial in Q4 2024 and has held it in 7 quarters since.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.