Harbor Investment Advisory’s WSFS Financial WSFS Stock Holding History

Harbor Investment 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	–	Sell	-130	Closed	-$8.51K	–	1381
2026 Q1	$8.51K	Buy	+130	New	+$8.2K	﹤0.01%	934
2023 Q3	–	Sell	-1,672	Closed	-$63.1K	–	1353
2023 Q2	$63.1K	Hold	1,672	–	–	0.01%	640
2023 Q1	$62.9K	Hold	1,672	–	–	0.01%	637
2022 Q4	$75.8K	Sell	1,672 -378	-18%	-$17.8K	0.01%	562
2022 Q3	$95K	Hold	2,050	–	–	0.02%	483
2022 Q2	$82K	Hold	2,050	–	–	0.01%	554
2022 Q1	$96K	Buy	2,050 +621	+43%	+$32.2K	0.01%	544
2021 Q4	$72K	Hold	1,429	–	–	0.01%	638
2021 Q3	$73K	Hold	1,429	–	–	0.01%	612
2021 Q2	$67K	Hold	1,429	–	–	0.01%	624
2021 Q1	$71K	Hold	1,429	–	–	0.01%	577
2020 Q4	$64K	Buy	1,429 +456	+47%	+$16.7K	0.01%	573
2020 Q3	$26K	Buy	973 +588	+153%	+$16.6K	0.01%	674
2020 Q2	$11K	Buy	385 +134	+53%	+$3.55K	﹤0.01%	775
2020 Q1	$6K	Buy	+251	New	+$9.07K	﹤0.01%	844

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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 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

Harbor Investment Advisory's WSFS Position: Q2 2026 in Review

Harbor Investment Advisory sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 130 shares — an estimated $8.51K sold.

Harbor Investment Advisory first reported a position in WSFS in Q1 2020 and held it in 15 quarters. The position peaked at $96K in Q1 2022. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Harbor Investment Advisory reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
Harbor Investment Advisory sold 130 WSFS Financial shares in Q2 2026, an estimated $8.51K.
Harbor Investment Advisory first reported a position in WSFS Financial in Q1 2020 and held it in 15 quarters.
Harbor Investment Advisory's WSFS Financial position peaked at $96K in Q1 2022.
29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.