DiNuzzo Private Wealth’s WSFS Financial WSFS Stock Holding History

DiNuzzo Private Wealth’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	$921	Hold	12	–	–	﹤0.01%	924
2026 Q1	$786	Hold	12	–	–	﹤0.01%	947
2025 Q4	$663	Hold	12	–	–	﹤0.01%	1002
2025 Q3	$700	Hold	12	–	–	﹤0.01%	1000
2025 Q2	$660	Hold	12	–	–	﹤0.01%	991
2025 Q1	$623	Hold	12	–	–	﹤0.01%	980
2024 Q4	$638	Hold	12	–	–	﹤0.01%	993
2024 Q3	$612	Buy	12 +1	+9%	+$52	﹤0.01%	1038
2024 Q2	$517	Buy	11 +1	+10%	+$44	﹤0.01%	1031
2024 Q1	$452	Hold	10	–	–	﹤0.01%	1009
2023 Q4	$460	Buy	+10	New	+$392	﹤0.01%	1008

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

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

DiNuzzo Private Wealth's WSFS Position: Q2 2026 in Review

DiNuzzo Private Wealth held its WSFS Financial (WSFS) position steady in Q2 2026 at 12 shares worth $921. The position accounts for ﹤0.01% of the portfolio, ranked #924.

DiNuzzo Private Wealth first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

DiNuzzo Private Wealth held 12 shares of WSFS Financial worth $921 as of Q2 2026.
DiNuzzo Private Wealth left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #924 holding.
DiNuzzo Private Wealth first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.