Counterpoint Mutual Funds’s WSFS Financial WSFS Stock Holding History

Counterpoint Mutual Funds’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	$258K	Buy	+3,419	New	+$271K	0.02%	268
2026 Q2	–	Sell	-4,754	Closed	-$311K	–	399
2026 Q1	$311K	Sell	4,754 -372	-7%	-$23.4K	0.05%	219
2025 Q4	$283K	Buy	+5,126	New	+$280K	0.02%	312
2023 Q2	–	Sell	-2,888	Closed	-$109K	–	482
2023 Q1	$109K	Buy	+2,888	New	+$133K	0.1%	189

Other funds holding WSFS

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 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

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Counterpoint Mutual Funds's WSFS Position: Q3 2026 in Review

Counterpoint Mutual Funds opened a new position in WSFS Financial (WSFS) in Q3 2026: 3,419 shares worth $258K. The stake represents 0.02% of the portfolio and ranks #268 among its holdings. This is a return to the name: Counterpoint Mutual Funds previously reported a position in WSFS as recently as Q1 2026.

Counterpoint Mutual Funds first reported a position in WSFS in Q1 2023 and has held it in 4 quarters since. The position peaked at $311K in Q1 2026. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Counterpoint Mutual Funds held 3,419 shares of WSFS Financial worth $258K as of Q3 2026.
WSFS Financial was a new Counterpoint Mutual Funds position in Q3 2026.
WSFS Financial made up 0.02% of Counterpoint Mutual Funds's portfolio in Q3 2026, its #268 holding.
Counterpoint Mutual Funds first reported a position in WSFS Financial in Q1 2023 and has held it in 4 quarters since.
Counterpoint Mutual Funds's WSFS Financial position peaked at $311K in Q1 2026.
30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q3 2026, filed 16 Oct 2026.