Handelsbanken Fonder
WSFS icon

Handelsbanken Fonder’s WSFS Financial WSFS Stock Holding History

Handelsbanken Fonder’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 		$1.21M Hold
15,705
– – ﹤0.01% 1046
2026
Q1 		$1.03M Hold
15,705
– – ﹤0.01% 1028
2025
Q4 		$868K Hold
15,705
– – ﹤0.01% 1097
2025
Q3 		$847K Hold
15,705
– – ﹤0.01% 1073
2025
Q2 		$864K Sell
15,705
-400
-2% -$20.8K ﹤0.01% 1025
2025
Q1 		$835K Buy
16,105
+2,400
+18% +$129K ﹤0.01% 1012
2024
Q4 		$728K Buy
13,705
+1,400
+11% +$76.2K ﹤0.01% 1133
2024
Q3 		$627K Buy
12,305
+1,100
+10% +$57K ﹤0.01% 1146
2024
Q2 		$527K Buy
11,205
+400
+4% +$17.7K ﹤0.01% 1138
2024
Q1 		$488K Buy
10,805
+1,600
+17% +$69.6K ﹤0.01% 1172
2023
Q4 		$423K Hold
9,205
– – ﹤0.01% 1226
2023
Q3 		$336K Hold
9,205
– – ﹤0.01% 1259
2023
Q2 		$347K Hold
9,205
– – ﹤0.01% 1272
2023
Q1 		$346K Hold
9,205
– – ﹤0.01% 1208
2022
Q4 		$417K Hold
9,205
– – ﹤0.01% 1058
2022
Q3 		$428K Hold
9,205
– – ﹤0.01% 1053
2022
Q2 		$369K Hold
9,205
– – ﹤0.01% 1200
2022
Q1 		$429K Sell
9,205
-4,700
-34% -$244K ﹤0.01% 1311
2021
Q4 		$697K Hold
13,905
– – ﹤0.01% 1123
2021
Q3 		$713K Buy
13,905
+2,300
+20% +$103K ﹤0.01% 1110
2021
Q2 		$541K Buy
11,605
+1,000
+9% +$50.9K ﹤0.01% 1320
2021
Q1 		$528K Hold
10,605
– – ﹤0.01% 1169
2020
Q4 		$476K Hold
10,605
– – ﹤0.01% 1188
2020
Q3 		$286K Hold
10,605
– – ﹤0.01% 1268
2020
Q2 		$304K Buy
+10,605
New +$281K ﹤0.01% 1211

Other funds holding WSFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
SCA
Sensenig Capital Advisors Collegeville, Pennsylvania $109M AUM

Handelsbanken Fonder's WSFS Position: Q2 2026 in Review

Handelsbanken Fonder held its WSFS Financial (WSFS) position steady in Q2 2026 at 15,705 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Handelsbanken Fonder first reported a position in WSFS in Q2 2020 and has held it in 25 quarters since. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Handelsbanken Fonder held 15,705 shares of WSFS Financial worth $1.21M as of Q2 2026.
  • Handelsbanken Fonder left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Handelsbanken Fonder's portfolio in Q2 2026, its #1046 holding.
  • Handelsbanken Fonder first reported a position in WSFS Financial in Q2 2020 and has held it in 25 quarters since.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Handelsbanken Fonder's 13F filing for Q2 2026, filed 10 Jul 2026.