Valued Wealth Advisors’s WSFS Financial WSFS Stock Holding History

Valued 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 Q2	$1.07K	Buy	+14	New	+$1K	﹤0.01%	769

Other funds holding WSFS

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 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

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valued Wealth Advisors's WSFS Position: Q2 2026 in Review

Valued Wealth Advisors opened a new position in WSFS Financial (WSFS) in Q2 2026: 14 shares worth $1.07K. The stake represents ﹤0.01% of the portfolio and ranks #769 among its holdings.

58 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Valued Wealth Advisors held 14 shares of WSFS Financial worth $1.07K as of Q2 2026.
WSFS Financial was a new Valued Wealth Advisors position in Q2 2026.
WSFS Financial made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #769 holding.
58 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.