Hamilton Capital Partners (Canada)’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$150K Hold
1,983
– – ﹤0.01% 201
2026
Q2
$152K Sell
1,983
-949
-32% -$68K ﹤0.01% 203
2026
Q1
$192K Sell
2,932
-1,584
-35% -$100K 0.01% 201
2025
Q4
$249K Buy
4,516
+1,690
+60% +$92.5K 0.01% 186
2025
Q3
$152K Hold
2,826
– – 0.01% 213
2025
Q2
$155K Hold
2,826
– – 0.01% 207
2025
Q1
$147K Buy
2,826
+1,119
+66% +$60.3K 0.01% 201
2024
Q4
$90.7K Sell
1,707
-807
-32% -$43.9K 0.01% 178
2024
Q3
$128K Sell
2,514
-2,100
-46% -$109K 0.01% 175
2024
Q2
$217K Hold
4,614
– – 0.02% 151
2024
Q1
$208K Sell
4,614
-3,150
-41% -$137K 0.03% 143
2023
Q4
$357K Buy
7,764
+1,530
+25% +$60K 0.07% 91
2023
Q3
$228K Sell
6,234
-1,482
-19% -$59.1K 0.08% 68
2023
Q2
$291K Hold
7,716
– – 0.11% 55
2023
Q1
$290K Sell
7,716
-3,666
-32% -$168K 0.1% 60
2022
Q4
$516K Buy
+11,382
New +$535K 0.22% 49

Other funds holding WSFS

Hamilton Capital Partners (Canada)'s WSFS Position: Q3 2026 in Review

Hamilton Capital Partners (Canada) held its WSFS Financial (WSFS) position steady in Q3 2026 at 1,983 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #201.

Hamilton Capital Partners (Canada) first reported a position in WSFS in Q4 2022 and has held it in 16 quarters since. The position peaked at $516K in Q4 2022. 290 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Hamilton Capital Partners (Canada) held 1,983 shares of WSFS Financial worth $150K as of Q3 2026.
  • Hamilton Capital Partners (Canada) left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q3 2026, its #201 holding.
  • Hamilton Capital Partners (Canada) first reported a position in WSFS Financial in Q4 2022 and has held it in 16 quarters since.
  • Hamilton Capital Partners (Canada)'s WSFS Financial position peaked at $516K in Q4 2022.
  • 290 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q3 2026, filed 12 Nov 2026.