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Essential Partners’s WSFS Financial WSFS Stock Holding History

Essential Partners’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 		$16.3K Hold
216
– – 0.01% 984
2026
Q2 		$16.6K Sell
216
-478
-69% -$34.3K 0.01% 980
2026
Q1 		$45.4K Hold
694
– – 0.02% 624
2025
Q4 		$38.3K Buy
694
+263
+61% +$14.4K 0.01% 686
2025
Q3 		$23.2K Buy
431
+427
+10,675% +$24.1K 0.01% 841
2025
Q2 		$220 Buy
+4
New +$208 ﹤0.01% 1922

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

Essential Partners's WSFS Position: Q3 2026 in Review

Essential Partners held its WSFS Financial (WSFS) position steady in Q3 2026 at 216 shares worth $16.3K. The position accounts for 0.01% of the portfolio, ranked #984.

Essential Partners first reported a position in WSFS in Q2 2025 and has held it in 6 quarters since. The position peaked at $45.4K in Q1 2026. 26 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Essential Partners held 216 shares of WSFS Financial worth $16.3K as of Q3 2026.
  • Essential Partners left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up 0.01% of Essential Partners's portfolio in Q3 2026, its #984 holding.
  • Essential Partners first reported a position in WSFS Financial in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's WSFS Financial position peaked at $45.4K in Q1 2026.
  • 26 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.