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WSFS Financial Corporation shares owned by Baron Wealth Management

Quarter-by-quarter ownership of WSFS Financial Corporation (WSFS) shares owned by Baron Wealth Management from 13F filings

Historical chart of Baron Wealth Management investment in WSFS Financial Corporation

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All positions including WSFS Financial Corporation held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WSFS Financial Corporation by Baron Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 2.8k 76.73

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Microsoft Corporation (MSFT)
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View all positions for Baron Wealth Management

Top funds holding WSFS Financial Corporation

BlackRock
Dimensional Fund Advisors
Vanguard Portfolio Management
State Street Corporation
Franklin Resources
Vanguard Capital Management
Nomura Asset Management International
Geode Capital Management
Invesco
Pzena Investment Management
Cooke & Bieler
Brown Advisory Holdings Incorporated
Bank of America Corporation
Vaughan Nelson Investment Management
Charles Schwab Investment Management

View all funds holding WSFS Financial Corporation