Graham Capital Management’s WSFS Financial WSFS Stock Holding History

Graham Capital 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 Q2	$1.31M	Buy	17,060 +1,350	+9%	+$96.8K	0.02%	416
2026 Q1	$1.03M	Buy	15,710 +3,117	+25%	+$196K	0.02%	428
2025 Q4	$696K	Buy	+12,593	New	+$689K	0.02%	502
2025 Q3	–	Sell	-4,828	Closed	-$266K	–	1696
2025 Q2	$266K	Sell	4,828 -29,051	-86%	-$1.51M	﹤0.01%	1035
2025 Q1	$1.76M	Buy	33,879 +14,431	+74%	+$777K	0.03%	372
2024 Q4	$1.03M	Buy	+19,448	New	+$1.06M	0.02%	491
2024 Q2	–	Sell	-4,689	Closed	-$212K	–	1406
2024 Q1	$212K	Buy	+4,689	New	+$204K	﹤0.01%	882
2023 Q2	–	Sell	-9,710	Closed	-$365K	–	1338
2023 Q1	$365K	Buy	+9,710	New	+$446K	0.01%	827

Other funds holding WSFS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Graham Capital Management's WSFS Position: Q2 2026 in Review

Graham Capital Management increased its WSFS Financial (WSFS) stake by 8.6% in Q2 2026, buying an estimated $96.8K and bringing the position to 17,060 shares worth $1.31M. The position accounts for 0.02% of the portfolio, ranked #416.

Graham Capital Management first reported a position in WSFS in Q1 2023 and has held it in 8 quarters since. The position peaked at $1.76M in Q1 2025. 356 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Graham Capital Management held 17,060 shares of WSFS Financial worth $1.31M as of Q2 2026.
Graham Capital Management bought 1,350 WSFS Financial shares in Q2 2026, an estimated $96.8K.
WSFS Financial made up 0.02% of Graham Capital Management's portfolio in Q2 2026, its #416 holding.
Graham Capital Management first reported a position in WSFS Financial in Q1 2023 and has held it in 8 quarters since.
Graham Capital Management's WSFS Financial position peaked at $1.76M in Q1 2025.
356 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Graham Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.