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Advantage Alpha Capital Partners’s WSFS Financial WSFS Stock Holding History

Advantage Alpha Capital Partners’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
2025
Q2 		– Sell
-4,173
Closed -$216K – 164
2025
Q1 		$216K Sell
4,173
-6,474
-61% -$349K 0.05% 132
2024
Q4 		$566K Buy
10,647
+1,182
+12% +$64.3K 0.13% 126
2024
Q3 		$483K Buy
9,465
+1,446
+18% +$74.9K 0.11% 135
2024
Q2 		$377K Sell
8,019
-843
-10% -$37.3K 0.08% 121
2024
Q1 		$400K Sell
8,862
-3,023
-25% -$132K 0.08% 133
2023
Q4 		$546K Buy
+11,885
New +$466K 0.1% 115

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Advantage Alpha Capital Partners's WSFS Position: Q2 2025 in Review

Advantage Alpha Capital Partners sold out of WSFS Financial (WSFS) in Q2 2025, closing a stake of 4,173 shares — an estimated $216K sold.

Advantage Alpha Capital Partners first reported a position in WSFS in Q4 2023 and held it in 6 quarters. The position peaked at $566K in Q4 2024. 285 funds tracked by Wall St. Rank hold WSFS as of Q2 2025.

  • Advantage Alpha Capital Partners reported no remaining WSFS Financial position as of Q2 2025 after selling out during the quarter.
  • Advantage Alpha Capital Partners sold 4,173 WSFS Financial shares in Q2 2025, an estimated $216K.
  • Advantage Alpha Capital Partners first reported a position in WSFS Financial in Q4 2023 and held it in 6 quarters.
  • Advantage Alpha Capital Partners's WSFS Financial position peaked at $566K in Q4 2024.
  • 285 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2025.

Based on Advantage Alpha Capital Partners's 13F filing for Q2 2025, filed 13 Aug 2025.