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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
Q3 		$303 Hold
4
– – ﹤0.01% 2267
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

Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 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
Counterpoint Mutual Funds
Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return
BC
BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

True Wealth Design's WSFS Position: Q3 2026 in Review

True Wealth Design held its WSFS Financial (WSFS) position steady in Q3 2026 at 4 shares worth $303. The position accounts for ﹤0.01% of the portfolio, ranked #2267.

True Wealth Design first reported a position in WSFS in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.36K in Q1 2026. 31 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • True Wealth Design held 4 shares of WSFS Financial worth $303 as of Q3 2026.
  • True Wealth Design left its WSFS Financial share count unchanged in Q3 2026.
  • WSFS Financial made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2267 holding.
  • True Wealth Design first reported a position in WSFS Financial in Q1 2025 and has held it in 7 quarters since.
  • True Wealth Design's WSFS Financial position peaked at $2.36K in Q1 2026.
  • 31 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.