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 Q3	$754K	Buy	10,001 +792	+9%	+$62.7K	﹤0.01%	2412
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

Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Counterpoint Mutual Funds San Diego, California $1.16B AUM 33.78% 1-Year Est. Return

BDFS Capital Rehoboth Beach, Delaware $203M AUM 8.22% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TCOT

Trust Company of Toledo Holland, Ohio $1.25B AUM 28.18% 1-Year Est. Return

Wealth Enhancement Advisory Services's WSFS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its WSFS Financial (WSFS) stake by 8.6% in Q3 2026, buying an estimated $62.7K and bringing the position to 10,001 shares worth $754K. The position accounts for ﹤0.01% of the portfolio, ranked #2412.

Wealth Enhancement Advisory Services first reported a position in WSFS in Q2 2025 and has held it in 6 quarters since. 31 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Wealth Enhancement Advisory Services held 10,001 shares of WSFS Financial worth $754K as of Q3 2026.
Wealth Enhancement Advisory Services bought 792 WSFS Financial shares in Q3 2026, an estimated $62.7K.
WSFS Financial made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2412 holding.
Wealth Enhancement Advisory Services first reported a position in WSFS Financial in Q2 2025 and has held it in 6 quarters since.
31 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.