JWA
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JFS Wealth Advisors’s WSFS Financial WSFS Stock Holding History

JFS Wealth 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
Q2 		$4.07K Buy
53
+6
+13% +$430 ﹤0.01% 1360
2026
Q1 		$3.08K Buy
47
+4
+9% +$252 ﹤0.01% 1378
2025
Q4 		$2.38K Buy
43
+17
+65% +$930 ﹤0.01% 1491
2025
Q3 		$1.4K Hold
26
– – ﹤0.01% 1527
2025
Q2 		$1.43K Sell
26
-23
-47% -$1.19K ﹤0.01% 1481
2025
Q1 		$2.54K Buy
49
+9
+23% +$485 ﹤0.01% 1380
2024
Q4 		$2.13K Hold
40
– – ﹤0.01% 1452
2024
Q3 		$2.04K Buy
40
+15
+60% +$777 ﹤0.01% 1481
2024
Q2 		$1.18K Hold
25
– – ﹤0.01% 1629
2024
Q1 		$1.13K Hold
25
– – ﹤0.01% 1629
2023
Q4 		$1.15K Sell
25
-18
-42% -$706 ﹤0.01% 1624
2023
Q3 		$1.57K Buy
43
+11
+34% +$439 ﹤0.01% 1453
2023
Q2 		$1.21K Sell
32
-10
-24% -$355 ﹤0.01% 1546
2023
Q1 		$1.58K Buy
42
+2
+5% +$92 ﹤0.01% 1449
2022
Q4 		$1.81K Sell
40
-8
-17% -$376 ﹤0.01% 1407
2022
Q3 		$2K Buy
48
+40
+500% +$1.87K ﹤0.01% 1431
2022
Q2 		$0 Sell
8
-23
-74% -$947 ﹤0.01% 1954
2022
Q1 		$1K Buy
31
+17
+121% +$881 ﹤0.01% 1761
2021
Q4 		$1K Buy
+14
New +$733 ﹤0.01% 1620

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
Handelsbanken Fonder
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
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

JFS Wealth Advisors's WSFS Position: Q2 2026 in Review

JFS Wealth Advisors increased its WSFS Financial (WSFS) stake by 13% in Q2 2026, buying an estimated $430 and bringing the position to 53 shares worth $4.07K. The position accounts for ﹤0.01% of the portfolio, ranked #1360.

JFS Wealth Advisors first reported a position in WSFS in Q4 2021 and has held it in 19 quarters since. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • JFS Wealth Advisors held 53 shares of WSFS Financial worth $4.07K as of Q2 2026.
  • JFS Wealth Advisors bought 6 WSFS Financial shares in Q2 2026, an estimated $430.
  • WSFS Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1360 holding.
  • JFS Wealth Advisors first reported a position in WSFS Financial in Q4 2021 and has held it in 19 quarters since.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.