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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Counterpoint Mutual Funds's WSFS Position: Q2 2026 in Review

Counterpoint Mutual Funds sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 4,754 shares — an estimated $311K sold.

Counterpoint Mutual Funds first reported a position in WSFS in Q1 2023 and held it in 3 quarters. The position peaked at $311K in Q1 2026. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Counterpoint Mutual Funds reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 4,754 WSFS Financial shares in Q2 2026, an estimated $311K.
  • Counterpoint Mutual Funds first reported a position in WSFS Financial in Q1 2023 and held it in 3 quarters.
  • Counterpoint Mutual Funds's WSFS Financial position peaked at $311K in Q1 2026.
  • 356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q2 2026, filed 20 Jul 2026.