IFP Advisors
WSFS icon

IFP Advisors’s WSFS Financial WSFS Stock Holding History

IFP Advisors’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
Q3 		$31.5K Hold
417
– – ﹤0.01% 2683
2026
Q2 		$32K Buy
417
+7
+2% +$502 ﹤0.01% 2681
2026
Q1 		$26.8K Hold
410
– – ﹤0.01% 2612
2025
Q4 		$22.6K Buy
410
+264
+181% +$14.4K ﹤0.01% 2665
2025
Q3 		$7.87K Buy
146
+18
+14% +$1.02K ﹤0.01% 3029
2025
Q2 		$7.04K Buy
+128
New +$6.65K ﹤0.01% 3133
2024
Q4 		– Hold
0
– – – 3465
2023
Q1 		– Sell
-3
Closed -$8K – 4450
2022
Q4 		$8K Buy
+3
New +$141 ﹤0.01% 3560
2022
Q1 		– Sell
-14
Closed -$1K – 4600
2021
Q4 		$1K Hold
14
– – ﹤0.01% 3146
2021
Q3 		$1K Hold
14
– – ﹤0.01% 3158
2021
Q2 		$1K Sell
14
-10
-42% -$509 ﹤0.01% 2965
2021
Q1 		$1K Hold
24
– – ﹤0.01% 2897
2020
Q4 		$1K Hold
24
– – ﹤0.01% 2833
2020
Q3 		$1K Hold
24
– – ﹤0.01% 2734
2020
Q2 		$1K Buy
+24
New +$635 ﹤0.01% 2636

Other funds holding WSFS

Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

IFP Advisors's WSFS Position: Q3 2026 in Review

IFP Advisors held its WSFS Financial (WSFS) position steady in Q3 2026 at 417 shares worth $31.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

IFP Advisors first reported a position in WSFS in Q2 2020 and has held it in 14 quarters since. The position peaked at $32K in Q2 2026. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • IFP Advisors held 417 shares of WSFS Financial worth $31.5K as of Q3 2026.
  • IFP Advisors left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2683 holding.
  • IFP Advisors first reported a position in WSFS Financial in Q2 2020 and has held it in 14 quarters since.
  • IFP Advisors's WSFS Financial position peaked at $32K in Q2 2026.
  • 30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.