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True Wealth Design’s WSFS Financial WSFS Stock Holding History

True Wealth Design’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 		$307 Sell
4
-32
-89% -$2.29K ﹤0.01% 2348
2026
Q1 		$2.36K Hold
36
– – ﹤0.01% 1478
2025
Q4 		$1.99K Buy
36
+8
+29% +$438 ﹤0.01% 1453
2025
Q3 		$1.51K Hold
28
– – ﹤0.01% 1584
2025
Q2 		$1.54K Sell
28
-1
-3% -$52 ﹤0.01% 1285
2025
Q1 		$1.5K Buy
+29
New +$1.56K ﹤0.01% 1111

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
OLA
Oliver Luxxe Assets Gladstone, New Jersey $680M AUM 47.51% 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

True Wealth Design's WSFS Position: Q2 2026 in Review

True Wealth Design reduced its WSFS Financial (WSFS) stake by 89% in Q2 2026, selling an estimated $2.29K and leaving 4 shares worth $307. The position accounts for ﹤0.01% of the portfolio, ranked #2348.

True Wealth Design first reported a position in WSFS in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.36K in Q1 2026. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • True Wealth Design held 4 shares of WSFS Financial worth $307 as of Q2 2026.
  • True Wealth Design sold 32 WSFS Financial shares in Q2 2026, an estimated $2.29K.
  • WSFS Financial made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #2348 holding.
  • True Wealth Design first reported a position in WSFS Financial in Q1 2025 and has held it in 6 quarters since.
  • True Wealth Design's WSFS Financial position peaked at $2.36K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.