Wealth Enhancement Advisory Services’s WSFS Financial WSFS Stock Holding History

Wealth Enhancement Advisory Services’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	$715K	Buy	9,209 +2,297	+33%	+$165K	﹤0.01%	2359
2026 Q1	$458K	Sell	6,912 -256	-4%	-$16.1K	﹤0.01%	2387
2025 Q4	$405K	Buy	7,168 +1,276	+22%	+$69.8K	﹤0.01%	2646
2025 Q3	$318K	Buy	5,892 +2,042	+53%	+$115K	﹤0.01%	2741
2025 Q2	$227K	Buy	+3,850	New	+$200K	﹤0.01%	2883

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

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

SCA

Sensenig Capital Advisors Collegeville, Pennsylvania $109M AUM

Wealth Enhancement Advisory Services's WSFS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its WSFS Financial (WSFS) stake by 33% in Q2 2026, buying an estimated $165K and bringing the position to 9,209 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #2359.

Wealth Enhancement Advisory Services 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.

Wealth Enhancement Advisory Services held 9,209 shares of WSFS Financial worth $715K as of Q2 2026.
Wealth Enhancement Advisory Services bought 2,297 WSFS Financial shares in Q2 2026, an estimated $165K.
WSFS Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2359 holding.
Wealth Enhancement Advisory Services 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 Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.