Sippican Capital Advisors
WSFS icon

Sippican Capital Advisors’s WSFS Financial WSFS Stock Holding History

Sippican Capital 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 		$838K Hold
11,089
– – 0.56% 58
2026
Q2 		$851K Hold
11,089
– – 0.52% 60
2026
Q1 		$726K Buy
11,089
+451
+4% +$28.4K 0.5% 64
2025
Q4 		$588K Buy
10,638
+3,695
+53% +$202K 0.38% 75
2025
Q3 		$374K Buy
+6,943
New +$392K 0.25% 87

Other funds holding WSFS

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 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
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Yousif Capital Management
Yousif Capital Management Bloomfield Hills, Michigan $8.87B AUM 34.1% 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

Sippican Capital Advisors's WSFS Position: Q3 2026 in Review

Sippican Capital Advisors held its WSFS Financial (WSFS) position steady in Q3 2026 at 11,089 shares worth $838K. The position accounts for 0.56% of the portfolio, ranked #58.

Sippican Capital Advisors first reported a position in WSFS in Q3 2025 and has held it in 5 quarters since. The position peaked at $851K in Q2 2026. 56 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Sippican Capital Advisors held 11,089 shares of WSFS Financial worth $838K as of Q3 2026.
  • Sippican Capital Advisors left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up 0.56% of Sippican Capital Advisors's portfolio in Q3 2026, its #58 holding.
  • Sippican Capital Advisors first reported a position in WSFS Financial in Q3 2025 and has held it in 5 quarters since.
  • Sippican Capital Advisors's WSFS Financial position peaked at $851K in Q2 2026.
  • 56 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Sippican Capital Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.