Oliver Luxxe Assets
WSFS icon

Oliver Luxxe Assets’s WSFS Financial WSFS Stock Holding History

Oliver Luxxe Assets’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 		$2.01M Buy
26,559
+3,638
+16% +$288K 0.31% 98
2026
Q2 		$1.76M Sell
22,921
-11,507
-33% -$825K 0.26% 117
2026
Q1 		$2.25M Buy
+34,428
New +$2.17M 0.34% 116

Other funds holding WSFS

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
TCOT
Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Oliver Luxxe Assets's WSFS Position: Q3 2026 in Review

Oliver Luxxe Assets increased its WSFS Financial (WSFS) stake by 16% in Q3 2026, buying an estimated $288K and bringing the position to 26,559 shares worth $2.01M. The position accounts for 0.31% of the portfolio, ranked #98.

Oliver Luxxe Assets first reported a position in WSFS in Q1 2026 and has held it in 3 quarters since. The position peaked at $2.25M in Q1 2026. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Oliver Luxxe Assets held 26,559 shares of WSFS Financial worth $2.01M as of Q3 2026.
  • Oliver Luxxe Assets bought 3,638 WSFS Financial shares in Q3 2026, an estimated $288K.
  • WSFS Financial made up 0.31% of Oliver Luxxe Assets's portfolio in Q3 2026, its #98 holding.
  • Oliver Luxxe Assets first reported a position in WSFS Financial in Q1 2026 and has held it in 3 quarters since.
  • Oliver Luxxe Assets's WSFS Financial position peaked at $2.25M in Q1 2026.
  • 30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Oliver Luxxe Assets's 13F filing for Q3 2026, filed 14 Oct 2026.