GI
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GAMMA Investing’s WSFS Financial WSFS Stock Holding History

GAMMA Investing’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 		$185K Buy
2,414
+256
+12% +$18.3K 0.01% 1320
2026
Q1 		$141K Buy
2,158
+163
+8% +$10.3K 0.01% 1391
2025
Q4 		$110K Buy
1,995
+56
+3% +$3.06K 0.01% 1504
2025
Q3 		$105K Buy
1,939
+244
+14% +$13.8K 0.01% 1477
2025
Q2 		$93.2K Sell
1,695
-343
-17% -$17.8K 0.01% 1495
2025
Q1 		$106K Buy
2,038
+550
+37% +$29.6K 0.01% 1207
2024
Q4 		$79.1K Buy
1,488
+37
+3% +$2.01K 0.01% 1291
2024
Q3 		$74K Buy
1,451
+428
+42% +$22.2K 0.01% 1213
2024
Q2 		$48.1K Buy
1,023
+295
+41% +$13.1K 0.01% 1220
2024
Q1 		$32.9K Sell
728
-492
-40% -$21.4K 0.01% 1302
2023
Q4 		$54.3K Buy
+1,220
New +$47.9K 0.01% 848

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

GAMMA Investing's WSFS Position: Q2 2026 in Review

GAMMA Investing increased its WSFS Financial (WSFS) stake by 12% in Q2 2026, buying an estimated $18.3K and bringing the position to 2,414 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #1320.

GAMMA Investing first reported a position in WSFS in Q4 2023 and has held it in 11 quarters since. 30 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • GAMMA Investing held 2,414 shares of WSFS Financial worth $185K as of Q2 2026.
  • GAMMA Investing bought 256 WSFS Financial shares in Q2 2026, an estimated $18.3K.
  • WSFS Financial made up 0.01% of GAMMA Investing's portfolio in Q2 2026, its #1320 holding.
  • GAMMA Investing first reported a position in WSFS Financial in Q4 2023 and has held it in 11 quarters since.
  • 30 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on GAMMA Investing's 13F filing for Q2 2026, filed 7 Jul 2026.