Olympiad Research’s WSFS Financial WSFS Stock Holding History

Olympiad Research’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	$354K	Buy	+4,686	New	+$371K	0.46%	55
2024 Q3	–	Sell	-4,547	Closed	-$214K	–	486
2024 Q2	$214K	Sell	4,547 -3,936	-46%	-$174K	0.16%	273
2024 Q1	$383K	Buy	+8,483	New	+$369K	0.25%	134
2023 Q4	–	Sell	-7,243	Closed	-$264K	–	445
2023 Q3	$264K	Buy	+7,243	New	+$289K	0.26%	167
2020 Q4	–	Sell	-8,245	Closed	-$222K	–	357
2020 Q3	$222K	Buy	+8,245	New	+$233K	0.11%	261

Other funds holding WSFS

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Olympiad Research's WSFS Position: Q3 2026 in Review

Olympiad Research opened a new position in WSFS Financial (WSFS) in Q3 2026: 4,686 shares worth $354K. The stake represents 0.46% of the portfolio and ranks #55 among its holdings. This is a return to the name: Olympiad Research previously reported a position in WSFS as recently as Q2 2024.

Olympiad Research first reported a position in WSFS in Q3 2020 and has held it in 5 quarters since. The position peaked at $383K in Q1 2024. 176 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Olympiad Research held 4,686 shares of WSFS Financial worth $354K as of Q3 2026.
WSFS Financial was a new Olympiad Research position in Q3 2026.
WSFS Financial made up 0.46% of Olympiad Research's portfolio in Q3 2026, its #55 holding.
Olympiad Research first reported a position in WSFS Financial in Q3 2020 and has held it in 5 quarters since.
Olympiad Research's WSFS Financial position peaked at $383K in Q1 2024.
176 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Olympiad Research's 13F filing for Q3 2026, filed 4 Nov 2026.