Gladstone Institutional Advisory’s WSFS Financial WSFS Stock Holding History

Gladstone Institutional Advisory’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	$214K	Buy	+2,788	New	+$200K	0.01%	849

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OLA

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Gladstone Institutional Advisory's WSFS Position: Q2 2026 in Review

Gladstone Institutional Advisory opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,788 shares worth $214K. The stake represents 0.01% of the portfolio and ranks #849 among its holdings.

64 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Gladstone Institutional Advisory held 2,788 shares of WSFS Financial worth $214K as of Q2 2026.
WSFS Financial was a new Gladstone Institutional Advisory position in Q2 2026.
WSFS Financial made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #849 holding.
64 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.