RWML
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RAFFA WEALTH MANAGEMENT, LLC’s WSFS Financial WSFS Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$77 Hold
1
– – ﹤0.01% 1447
2026
Q1 		$65 Buy
+1
New +$63 ﹤0.01% 1366

Other funds holding WSFS

VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
SM
Salzhauer Michael $292M AUM 30% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's WSFS Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its WSFS Financial (WSFS) position steady in Q2 2026 at 1 share worth $77. The position accounts for ﹤0.01% of the portfolio, ranked #1447.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in WSFS in Q1 2026 and has held it in 2 quarters since. 78 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 1 share of WSFS Financial worth $77 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its WSFS Financial share count unchanged in Q2 2026.
  • WSFS Financial made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1447 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in WSFS Financial in Q1 2026 and has held it in 2 quarters since.
  • 78 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.