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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
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 $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

WPG Advisers's WSFS Position: Q1 2026 in Review

WPG Advisers held its WSFS Financial (WSFS) position steady in Q1 2026 at 63 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #925.

WPG Advisers first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.29K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • WPG Advisers held 63 shares of WSFS Financial worth $4.12K as of Q1 2026.
  • WPG Advisers left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of WPG Advisers's portfolio in Q1 2026, its #925 holding.
  • WPG Advisers first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • WPG Advisers's WSFS Financial position peaked at $4.29K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on WPG Advisers's 13F filing for Q1 2026, filed 30 Apr 2026.