Physician Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Physician Wealth Advisors’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	$1.15K	Buy	+15	New	+$1.07K	﹤0.01%	1771

Other funds holding WSFS

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 1-Year Est. Return

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

Physician Wealth Advisors's WSFS Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in WSFS Financial (WSFS) in Q2 2026: 15 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #1771 among its holdings.

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

Physician Wealth Advisors held 15 shares of WSFS Financial worth $1.15K as of Q2 2026.
WSFS Financial was a new Physician Wealth Advisors position in Q2 2026.
WSFS Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1771 holding.
42 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.