CMF
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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Counterpoint Mutual Funds's WSFS Position: Q1 2026 in Review

Counterpoint Mutual Funds reduced its WSFS Financial (WSFS) stake by 7.3% in Q1 2026, selling an estimated $23.4K and leaving 4,754 shares worth $311K. The position accounts for 0.05% of the portfolio, ranked #219.

Counterpoint Mutual Funds first reported a position in WSFS in Q1 2023 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • Counterpoint Mutual Funds held 4,754 shares of WSFS Financial worth $311K as of Q1 2026.
  • Counterpoint Mutual Funds sold 372 WSFS Financial shares in Q1 2026, an estimated $23.4K.
  • WSFS Financial made up 0.05% of Counterpoint Mutual Funds's portfolio in Q1 2026, its #219 holding.
  • Counterpoint Mutual Funds first reported a position in WSFS Financial in Q1 2023 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.