Vista Finance’s WSFS Financial WSFS Stock Holding History

Vista Finance’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	$205K	Buy	+2,667	New	+$191K	0.11%	63

Other funds holding WSFS

VNIM

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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

Vista Finance's WSFS Position: Q2 2026 in Review

Vista Finance opened a new position in WSFS Financial (WSFS) in Q2 2026: 2,667 shares worth $205K. The stake represents 0.11% of the portfolio and ranks #63 among its holdings.

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

Vista Finance held 2,667 shares of WSFS Financial worth $205K as of Q2 2026.
WSFS Financial was a new Vista Finance position in Q2 2026.
WSFS Financial made up 0.11% of Vista Finance's portfolio in Q2 2026, its #63 holding.
86 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Vista Finance's 13F filing for Q2 2026, filed 16 Jul 2026.