Crossmark Global Holdings’s WSFS Financial WSFS Stock Holding History

Crossmark Global Holdings’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	$270K	Sell	3,518 -349	-9%	-$25K	﹤0.01%	1111
2026 Q1	$253K	Hold	3,867	–	–	﹤0.01%	1092
2025 Q4	$214K	Hold	3,867	–	–	﹤0.01%	1160
2025 Q3	$209K	Sell	3,867 -71	-2%	-$4.01K	﹤0.01%	1234
2025 Q2	$217K	Buy	+3,938	New	+$205K	﹤0.01%	1238
2025 Q1	–	Sell	-3,904	Closed	-$207K	–	1363
2024 Q4	$207K	Buy	+3,904	New	+$212K	﹤0.01%	1197
2023 Q3	–	Sell	-4,765	Closed	-$208K	–	1321
2023 Q2	$208K	Buy	+4,765	New	+$169K	﹤0.01%	1240
2023 Q1	–	Sell	-5,042	Closed	-$229K	–	1318
2022 Q4	$229K	Sell	5,042 -502	-9%	-$23.6K	0.01%	1129
2022 Q3	$258K	Sell	5,544 -73	-1%	-$3.41K	0.01%	1064
2022 Q2	$225K	Sell	5,617 -10	-0.2%	-$412	0.01%	1172
2022 Q1	$262K	Buy	5,627 +1,307	+30%	+$67.7K	0.01%	1195
2021 Q4	$217K	Buy	4,320 +70	+2%	+$3.67K	﹤0.01%	1309
2021 Q3	$218K	Buy	+4,250	New	+$191K	0.01%	1306
2021 Q2	–	Sell	-4,170	Closed	-$208K	–	1438
2021 Q1	$208K	Buy	+4,170	New	+$201K	0.01%	1357

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CWP

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

SCA

Sensenig Capital Advisors Collegeville, Pennsylvania $109M AUM

Crossmark Global Holdings's WSFS Position: Q2 2026 in Review

Crossmark Global Holdings reduced its WSFS Financial (WSFS) stake by 9% in Q2 2026, selling an estimated $25K and leaving 3,518 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #1111.

Crossmark Global Holdings first reported a position in WSFS in Q1 2021 and has held it in 14 quarters since. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Crossmark Global Holdings held 3,518 shares of WSFS Financial worth $270K as of Q2 2026.
Crossmark Global Holdings sold 349 WSFS Financial shares in Q2 2026, an estimated $25K.
WSFS Financial made up ﹤0.01% of Crossmark Global Holdings's portfolio in Q2 2026, its #1111 holding.
Crossmark Global Holdings first reported a position in WSFS Financial in Q1 2021 and has held it in 14 quarters since.
29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.