Advisornet Financial’s WSFS Financial WSFS Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-936	Closed	-$71.8K	–	2106
2026 Q2	$71.8K	Hold	936	–	–	﹤0.01%	996
2026 Q1	$61.3K	Buy	936 +20	+2%	+$1.26K	﹤0.01%	980
2025 Q4	$50.6K	Buy	916 +56	+7%	+$3.06K	﹤0.01%	1052
2025 Q3	$46.4K	Hold	860	–	–	﹤0.01%	1044
2025 Q2	$47.3K	Hold	860	–	–	﹤0.01%	1014
2025 Q1	$44.6K	Sell	860 -90	-9%	-$4.85K	﹤0.01%	973
2024 Q4	$50.5K	Hold	950	–	–	﹤0.01%	881
2024 Q3	$48.4K	Buy	950 +860	+956%	+$44.6K	﹤0.01%	914
2024 Q2	$4.23K	Hold	90	–	–	﹤0.01%	1491
2024 Q1	$4.06K	Hold	90	–	–	﹤0.01%	1481
2023 Q4	$4.13K	Sell	90 -90	-50%	-$3.53K	﹤0.01%	1530
2023 Q3	$6.57K	Hold	180	–	–	﹤0.01%	1345
2023 Q2	$6.79K	Hold	180	–	–	﹤0.01%	1426
2023 Q1	$6.77K	Sell	180 -13	-7%	-$597	﹤0.01%	1410
2022 Q4	$8.75K	Buy	193 +13	+7%	+$611	﹤0.01%	1334
2022 Q3	$8K	Buy	+180	New	+$8.41K	﹤0.01%	1411

Other funds holding WSFS

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Advisornet Financial's WSFS Position: Q3 2026 in Review

Advisornet Financial sold out of WSFS Financial (WSFS) in Q3 2026, closing a stake of 936 shares — an estimated $71.8K sold.

Advisornet Financial first reported a position in WSFS in Q3 2022 and held it in 16 quarters. The position peaked at $71.8K in Q2 2026. 35 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Advisornet Financial reported no remaining WSFS Financial position as of Q3 2026 after selling out during the quarter.
Advisornet Financial sold 936 WSFS Financial shares in Q3 2026, an estimated $71.8K.
Advisornet Financial first reported a position in WSFS Financial in Q3 2022 and held it in 16 quarters.
Advisornet Financial's WSFS Financial position peaked at $71.8K in Q2 2026.
35 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.