Financial Consulate’s WSFS Financial WSFS Stock Holding History

Financial Consulate’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	$227	Buy	+3	New	+$237	﹤0.01%	1660

Other funds holding WSFS

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 1-Year Est. Return

Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return

Financial Consulate's WSFS Position: Q3 2026 in Review

Financial Consulate opened a new position in WSFS Financial (WSFS) in Q3 2026: 3 shares worth $227. The stake represents ﹤0.01% of the portfolio and ranks #1660 among its holdings.

56 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Financial Consulate held 3 shares of WSFS Financial worth $227 as of Q3 2026.
WSFS Financial was a new Financial Consulate position in Q3 2026.
WSFS Financial made up ﹤0.01% of Financial Consulate's portfolio in Q3 2026, its #1660 holding.
56 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Financial Consulate's 13F filing for Q3 2026, filed 23 Oct 2026.