DiNuzzo Private Wealth
WSFS icon

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
Q3 		$907 Hold
12
– – ﹤0.01% 912
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

Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

DiNuzzo Private Wealth's WSFS Position: Q3 2026 in Review

DiNuzzo Private Wealth held its WSFS Financial (WSFS) position steady in Q3 2026 at 12 shares worth $907. The position accounts for ﹤0.01% of the portfolio, ranked #912.

DiNuzzo Private Wealth first reported a position in WSFS in Q4 2023 and has held it in 12 quarters since. The position peaked at $921 in Q2 2026. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • DiNuzzo Private Wealth held 12 shares of WSFS Financial worth $907 as of Q3 2026.
  • DiNuzzo Private Wealth left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #912 holding.
  • DiNuzzo Private Wealth first reported a position in WSFS Financial in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's WSFS Financial position peaked at $921 in Q2 2026.
  • 30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.