Physician Wealth Advisors
WSFS icon

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
Q3 		$1.13K Hold
15
– – ﹤0.01% 1879
2026
Q2 		$1.15K Buy
+15
New +$1.08K ﹤0.01% 1771

Other funds holding WSFS

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
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

Physician Wealth Advisors's WSFS Position: Q3 2026 in Review

Physician Wealth Advisors held its WSFS Financial (WSFS) position steady in Q3 2026 at 15 shares worth $1.13K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

Physician Wealth Advisors first reported a position in WSFS in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.15K in Q2 2026. 43 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Physician Wealth Advisors held 15 shares of WSFS Financial worth $1.13K as of Q3 2026.
  • Physician Wealth Advisors left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1879 holding.
  • Physician Wealth Advisors first reported a position in WSFS Financial in Q2 2026 and has held it in 2 quarters since.
  • Physician Wealth Advisors's WSFS Financial position peaked at $1.15K in Q2 2026.
  • 43 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.