VCM
WSFS icon

Versant Capital Management’s WSFS Financial WSFS Stock Holding History

Versant Capital Management’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 		$24.9K Hold
324
– – ﹤0.01% 1827
2026
Q1 		$21.2K Buy
324
+44
+16% +$2.77K ﹤0.01% 1793
2025
Q4 		$15.5K Hold
280
– – ﹤0.01% 1793
2025
Q3 		$15.1K Hold
280
– – ﹤0.01% 1736
2025
Q2 		$15.4K Sell
280
-252
-47% -$13.1K ﹤0.01% 1670
2025
Q1 		$27.6K Buy
532
+252
+90% +$13.6K ﹤0.01% 1155
2024
Q4 		$14.9K Hold
280
– – ﹤0.01% 1190
2024
Q3 		$14.3K Hold
280
– – ﹤0.01% 929
2024
Q2 		$13.2K Hold
280
– – ﹤0.01% 870
2024
Q1 		$12.6K Hold
280
– – ﹤0.01% 677
2023
Q4 		$12.9K Sell
280
-87
-24% -$3.41K ﹤0.01% 653
2023
Q3 		$13.4K Hold
367
– – ﹤0.01% 620
2023
Q2 		$13.8K Buy
367
+269
+274% +$9.56K ﹤0.01% 642
2023
Q1 		$3.67K Sell
98
-90
-48% -$4.13K ﹤0.01% 1062
2022
Q4 		$8.52K Buy
188
+87
+86% +$4.09K ﹤0.01% 727
2022
Q3 		$5K Sell
101
-162
-62% -$7.57K ﹤0.01% 864
2022
Q2 		$11K Buy
263
+35
+15% +$1.44K ﹤0.01% 635
2022
Q1 		$11K Sell
228
-31
-12% -$1.61K ﹤0.01% 672
2021
Q4 		$13K Buy
259
+37
+17% +$1.94K ﹤0.01% 647
2021
Q3 		$11K Sell
222
-98
-31% -$4.41K ﹤0.01% 680
2021
Q2 		$15K Buy
320
+166
+108% +$8.46K 0.01% 589
2021
Q1 		$8K Buy
+154
New +$7.42K ﹤0.01% 889
2020
Q2 		– Sell
-71
Closed -$1K – 1582
2020
Q1 		$1K Sell
71
-24
-25% -$867 ﹤0.01% 1226
2019
Q4 		$4K Hold
95
– – ﹤0.01% 1030
2019
Q3 		$4K Hold
95
– – ﹤0.01% 1050
2019
Q2 		$3K Sell
95
-3
-3% -$124 ﹤0.01% 1135
2019
Q1 		$3K Buy
+98
New +$4.08K ﹤0.01% 1287

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

Versant Capital Management's WSFS Position: Q2 2026 in Review

Versant Capital Management held its WSFS Financial (WSFS) position steady in Q2 2026 at 324 shares worth $24.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1827.

Versant Capital Management first reported a position in WSFS in Q1 2019 and has held it in 27 quarters since. The position peaked at $27.6K in Q1 2025. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Versant Capital Management held 324 shares of WSFS Financial worth $24.9K as of Q2 2026.
  • Versant Capital Management left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of Versant Capital Management's portfolio in Q2 2026, its #1827 holding.
  • Versant Capital Management first reported a position in WSFS Financial in Q1 2019 and has held it in 27 quarters since.
  • Versant Capital Management's WSFS Financial position peaked at $27.6K in Q1 2025.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Versant Capital Management's 13F filing for Q2 2026, filed 2 Jul 2026.