MFG
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Merit Financial Group’s WSFS Financial WSFS Stock Holding History

Merit Financial Group’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 		$223K Buy
+2,910
New +$209K ﹤0.01% 2033

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
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 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
SIM
SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Merit Financial Group's WSFS Position: Q2 2026 in Review

Merit Financial Group opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,910 shares worth $223K. The stake represents ﹤0.01% of the portfolio and ranks #2033 among its holdings.

40 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Merit Financial Group held 2,910 shares of WSFS Financial worth $223K as of Q2 2026.
  • WSFS Financial was a new Merit Financial Group position in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #2033 holding.
  • 40 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.