Y-Intercept (HK)’s WSFS Financial WSFS Stock Holding History

Y-Intercept (HK)’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	–	Sell	-4,296	Closed	-$281K	–	2224
2026 Q1	$281K	Sell	4,296 -37,479	-90%	-$2.36M	0.01%	1389
2025 Q4	$2.31M	Buy	41,775 +35,783	+597%	+$1.96M	0.05%	559
2025 Q3	$323K	Buy	+5,992	New	+$338K	0.01%	1359
2024 Q4	–	Sell	-4,615	Closed	-$235K	–	1719
2024 Q3	$235K	Buy	+4,615	New	+$239K	0.01%	1103

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

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 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

Y-Intercept (HK)'s WSFS Position: Q2 2026 in Review

Y-Intercept (HK) sold out of WSFS Financial (WSFS) in Q2 2026, closing a stake of 4,296 shares — an estimated $281K sold.

Y-Intercept (HK) first reported a position in WSFS in Q3 2024 and held it in 4 quarters. The position peaked at $2.31M in Q4 2025. 39 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

Y-Intercept (HK) reported no remaining WSFS Financial position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 4,296 WSFS Financial shares in Q2 2026, an estimated $281K.
Y-Intercept (HK) first reported a position in WSFS Financial in Q3 2024 and held it in 4 quarters.
Y-Intercept (HK)'s WSFS Financial position peaked at $2.31M in Q4 2025.
39 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.