Trust Company of Toledo’s WSFS Financial WSFS Stock Holding History

Trust Company of Toledo’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	$115K	Hold	1,500	–	–	0.01%	354
2026 Q1	$98.2K	Hold	1,500	–	–	0.01%	360
2025 Q4	$82.9K	Hold	1,500	–	–	0.01%	364
2025 Q3	$80.9K	Hold	1,500	–	–	0.01%	368
2025 Q2	$82.5K	Buy	+1,500	New	+$77.9K	0.01%	358

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 Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

Trust Company of Toledo's WSFS Position: Q2 2026 in Review

Trust Company of Toledo held its WSFS Financial (WSFS) position steady in Q2 2026 at 1,500 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #354.

Trust Company of Toledo first reported a position in WSFS in Q2 2025 and has held it in 5 quarters since. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Trust Company of Toledo held 1,500 shares of WSFS Financial worth $115K as of Q2 2026.
Trust Company of Toledo left its WSFS Financial share count unchanged in Q2 2026.
WSFS Financial made up 0.01% of Trust Company of Toledo's portfolio in Q2 2026, its #354 holding.
Trust Company of Toledo first reported a position in WSFS Financial in Q2 2025 and has held it in 5 quarters since.
29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Trust Company of Toledo's 13F filing for Q2 2026, filed 16 Jul 2026.