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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
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

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
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
SCA
Sensenig Capital Advisors Collegeville, Pennsylvania $109M AUM

Oliver Luxxe Assets's WSFS Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its WSFS Financial (WSFS) stake by 33% in Q2 2026, selling an estimated $825K and leaving 22,921 shares worth $1.76M. The position accounts for 0.26% of the portfolio, ranked #117.

Oliver Luxxe Assets first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. The position peaked at $2.25M in Q1 2026. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Oliver Luxxe Assets held 22,921 shares of WSFS Financial worth $1.76M as of Q2 2026.
  • Oliver Luxxe Assets sold 11,507 WSFS Financial shares in Q2 2026, an estimated $825K.
  • WSFS Financial made up 0.26% of Oliver Luxxe Assets's portfolio in Q2 2026, its #117 holding.
  • Oliver Luxxe Assets first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • Oliver Luxxe Assets's WSFS Financial position peaked at $2.25M in Q1 2026.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.