Westover Capital Advisors’s WSFS Financial WSFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $400K | Hold |
6,115
| – | – | 0.07% | 167 |
|
|
2025
Q4 | $338K | Sell |
6,115
-70
| -1% | -$3.83K | 0.06% | 187 |
|
|
2025
Q3 | $334K | Hold |
6,185
| – | – | 0.06% | 179 |
|
|
2025
Q2 | $340K | Hold |
6,185
| – | – | 0.07% | 176 |
|
|
2025
Q1 | $321K | Hold |
6,185
| – | – | 0.07% | 185 |
|
|
2024
Q4 | $329K | Hold |
6,185
| – | – | 0.07% | 179 |
|
|
2024
Q3 | $315K | Sell |
6,185
-30
| -0.5% | -$1.55K | 0.06% | 197 |
|
|
2024
Q2 | $292K | Sell |
6,215
-80
| -1% | -$3.54K | 0.08% | 174 |
|
|
2024
Q1 | $284K | Sell |
6,295
-346
| -5% | -$15.1K | 0.08% | 147 |
|
|
2023
Q4 | $305K | Buy |
6,641
+526
| +9% | +$20.6K | 0.1% | 140 |
|
|
2023
Q3 | $223K | Hold |
6,115
| – | – | 0.08% | 165 |
|
|
2023
Q2 | $231K | Sell |
6,115
-5,000
| -45% | -$178K | 0.08% | 162 |
|
|
2023
Q1 | $418K | Hold |
11,115
| – | – | 0.15% | 107 |
|
|
2022
Q4 | $504K | Hold |
11,115
| – | – | 0.2% | 91 |
|
|
2022
Q3 | $516K | Hold |
11,115
| – | – | 0.2% | 91 |
|
|
2022
Q2 | $446K | Buy |
11,115
+5,000
| +82% | +$206K | 0.16% | 101 |
|
|
2022
Q1 | $285K | Hold |
6,115
| – | – | 0.09% | 149 |
|
|
2021
Q4 | $306K | Buy |
6,115
+115
| +2% | +$6.02K | 0.09% | 146 |
|
|
2021
Q3 | $308K | Hold |
6,000
| – | – | 0.1% | 135 |
|
|
2021
Q2 | $280K | Hold |
6,000
| – | – | 0.09% | 150 |
|
|
2021
Q1 | $299K | Hold |
6,000
| – | – | 0.1% | 134 |
|
|
2020
Q4 | $269K | Buy |
+6,000
| New | +$220K | 0.1% | 129 |
|
|
2020
Q1 | – | Sell |
-6,000
| Closed | -$264K | – | 151 |
|
|
2019
Q4 | $264K | Hold |
6,000
| – | – | 0.12% | 116 |
|
|
2019
Q3 | $265K | Hold |
6,000
| – | – | 0.13% | 117 |
|
|
2019
Q2 | $248K | Hold |
6,000
| – | – | 0.12% | 116 |
|
|
2019
Q1 | $232K | Hold |
6,000
| – | – | 0.12% | 119 |
|
|
2018
Q4 | $227K | Hold |
6,000
| – | – | 0.14% | 101 |
|
|
2018
Q3 | $283K | Hold |
6,000
| – | – | 0.14% | 96 |
|
|
2018
Q2 | $320K | Hold |
6,000
| – | – | 0.17% | 87 |
|
|
2018
Q1 | $287K | Hold |
6,000
| – | – | 0.16% | 97 |
|
|
2017
Q4 | $287K | Hold |
6,000
| – | – | 0.16% | 103 |
|
|
2017
Q3 | $293K | Hold |
6,000
| – | – | 0.17% | 100 |
|
|
2017
Q2 | $272K | Hold |
6,000
| – | – | 0.18% | 95 |
|
|
2017
Q1 | $276K | Hold |
6,000
| – | – | 0.18% | 87 |
|
|
2016
Q4 | $278K | Hold |
6,000
| – | – | 0.2% | 86 |
|
|
2016
Q3 | $219K | Buy |
+6,000
| New | +$216K | 0.16% | 86 |
|
Other funds holding WSFS
VPM
VCM
NAMI
Westover Capital Advisors's WSFS Position: Q1 2026 in Review
Westover Capital Advisors held its WSFS Financial (WSFS) position steady in Q1 2026 at 6,115 shares worth $400K. The position accounts for 0.07% of the portfolio, ranked #167.
Westover Capital Advisors first reported a position in WSFS in Q3 2016 and has held it in 36 quarters since. The position peaked at $516K in Q3 2022. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.
- Westover Capital Advisors held 6,115 shares of WSFS Financial worth $400K as of Q1 2026.
- Westover Capital Advisors left its WSFS Financial share count unchanged in Q1 2026.
- WSFS Financial made up 0.07% of Westover Capital Advisors's portfolio in Q1 2026, its #167 holding.
- Westover Capital Advisors first reported a position in WSFS Financial in Q3 2016 and has held it in 36 quarters since.
- Westover Capital Advisors's WSFS Financial position peaked at $516K in Q3 2022.
- 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.
Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.