New Age Alpha Advisors’s WSFS Financial WSFS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$85.4K Sell
1,304
-31
-2% -$1.95K ﹤0.01% 701
2025
Q4
$73.7K Buy
+1,335
New +$73K ﹤0.01% 703
2025
Q1
Sell
-2,796
Closed -$149K 1041
2024
Q4
$149K Buy
+2,796
New +$152K 0.01% 704

Other funds holding WSFS

New Age Alpha Advisors's WSFS Position: Q1 2026 in Review

New Age Alpha Advisors reduced its WSFS Financial (WSFS) stake by 2.3% in Q1 2026, selling an estimated $1.95K and leaving 1,304 shares worth $85.4K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

New Age Alpha Advisors first reported a position in WSFS in Q4 2024 and has held it in 3 quarters since. The position peaked at $149K in Q4 2024. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • New Age Alpha Advisors held 1,304 shares of WSFS Financial worth $85.4K as of Q1 2026.
  • New Age Alpha Advisors sold 31 WSFS Financial shares in Q1 2026, an estimated $1.95K.
  • WSFS Financial made up ﹤0.01% of New Age Alpha Advisors's portfolio in Q1 2026, its #701 holding.
  • New Age Alpha Advisors first reported a position in WSFS Financial in Q4 2024 and has held it in 3 quarters since.
  • New Age Alpha Advisors's WSFS Financial position peaked at $149K in Q4 2024.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on New Age Alpha Advisors's 13F filing for Q1 2026, filed 11 May 2026.