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

Hamilton Capital Partners (Canada)’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 		$152K Sell
1,983
-949
-32% -$68K ﹤0.01% 203
2026
Q1 		$192K Sell
2,932
-1,584
-35% -$99.8K 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

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Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
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
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Hamilton Capital Partners (Canada)'s WSFS Position: Q2 2026 in Review

Hamilton Capital Partners (Canada) reduced its WSFS Financial (WSFS) stake by 32% in Q2 2026, selling an estimated $68K and leaving 1,983 shares worth $152K. The position accounts for ﹤0.01% of the portfolio, ranked #203.

Hamilton Capital Partners (Canada) first reported a position in WSFS in Q4 2022 and has held it in 15 quarters since. The position peaked at $516K in Q4 2022. 339 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Hamilton Capital Partners (Canada) held 1,983 shares of WSFS Financial worth $152K as of Q2 2026.
  • Hamilton Capital Partners (Canada) sold 949 WSFS Financial shares in Q2 2026, an estimated $68K.
  • WSFS Financial made up ﹤0.01% of Hamilton Capital Partners (Canada)'s portfolio in Q2 2026, its #203 holding.
  • Hamilton Capital Partners (Canada) first reported a position in WSFS Financial in Q4 2022 and has held it in 15 quarters since.
  • Hamilton Capital Partners (Canada)'s WSFS Financial position peaked at $516K in Q4 2022.
  • 339 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Hamilton Capital Partners (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.