GWM
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Gilpin Wealth Management’s WSFS Financial WSFS Stock Holding History

Gilpin Wealth Management’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 		$378 Sell
5
-1
-17% -$79 ﹤0.01% 939
2026
Q2 		$461 Hold
6
– – ﹤0.01% 706
2026
Q1 		$393 Buy
6
+5
+500% +$315 ﹤0.01% 689
2025
Q4 		$56 Buy
+1
New +$55 ﹤0.01% 938

Other funds holding WSFS

ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Gilpin Wealth Management's WSFS Position: Q3 2026 in Review

Gilpin Wealth Management reduced its WSFS Financial (WSFS) stake by 17% in Q3 2026, selling an estimated $79 and leaving 5 shares worth $378. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Gilpin Wealth Management first reported a position in WSFS in Q4 2025 and has held it in 4 quarters since. The position peaked at $461 in Q2 2026. 8 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Gilpin Wealth Management held 5 shares of WSFS Financial worth $378 as of Q3 2026.
  • Gilpin Wealth Management sold 1 WSFS Financial share in Q3 2026, an estimated $79.
  • WSFS Financial made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #939 holding.
  • Gilpin Wealth Management first reported a position in WSFS Financial in Q4 2025 and has held it in 4 quarters since.
  • Gilpin Wealth Management's WSFS Financial position peaked at $461 in Q2 2026.
  • 8 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.