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Xponance’s WSFS Financial WSFS Stock Holding History

Xponance’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 		$335K Buy
5,122
+691
+16% +$43.6K ﹤0.01% 1205
2025
Q4 		$245K Buy
4,431
+34
+0.8% +$1.86K ﹤0.01% 1287
2025
Q3 		$237K Sell
4,397
-109
-2% -$6.15K ﹤0.01% 1276
2025
Q2 		$248K Buy
4,506
+67
+2% +$3.48K ﹤0.01% 1226
2025
Q1 		$230K Buy
4,439
+209
+5% +$11.3K ﹤0.01% 1216
2024
Q4 		$225K Buy
+4,230
New +$230K ﹤0.01% 1251

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

Xponance's WSFS Position: Q1 2026 in Review

Xponance increased its WSFS Financial (WSFS) stake by 16% in Q1 2026, buying an estimated $43.6K and bringing the position to 5,122 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Xponance first reported a position in WSFS in Q4 2024 and has held it in 6 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Xponance held 5,122 shares of WSFS Financial worth $335K as of Q1 2026.
  • Xponance bought 691 WSFS Financial shares in Q1 2026, an estimated $43.6K.
  • WSFS Financial made up ﹤0.01% of Xponance's portfolio in Q1 2026, its #1205 holding.
  • Xponance first reported a position in WSFS Financial in Q4 2024 and has held it in 6 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Xponance's 13F filing for Q1 2026, filed 13 May 2026.