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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
Q2 		$404K Buy
5,268
+146
+3% +$10.5K ﹤0.01% 1213
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 $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

Xponance's WSFS Position: Q2 2026 in Review

Xponance increased its WSFS Financial (WSFS) stake by 2.9% in Q2 2026, buying an estimated $10.5K and bringing the position to 5,268 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #1213.

Xponance 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.

  • Xponance held 5,268 shares of WSFS Financial worth $404K as of Q2 2026.
  • Xponance bought 146 WSFS Financial shares in Q2 2026, an estimated $10.5K.
  • WSFS Financial made up ﹤0.01% of Xponance's portfolio in Q2 2026, its #1213 holding.
  • Xponance 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 Xponance's 13F filing for Q2 2026, filed 10 Aug 2026.