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 Q3	$762K	Buy	+10,089	New	+$799K	0.02%	1124
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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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

Y-Intercept (HK)'s WSFS Position: Q3 2026 in Review

Y-Intercept (HK) opened a new position in WSFS Financial (WSFS) in Q3 2026: 10,089 shares worth $762K. The stake represents 0.02% of the portfolio and ranks #1124 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in WSFS as recently as Q1 2026.

Y-Intercept (HK) first reported a position in WSFS in Q3 2024 and has held it in 5 quarters since. The position peaked at $2.31M in Q4 2025. 30 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

Y-Intercept (HK) held 10,089 shares of WSFS Financial worth $762K as of Q3 2026.
WSFS Financial was a new Y-Intercept (HK) position in Q3 2026.
WSFS Financial made up 0.02% of Y-Intercept (HK)'s portfolio in Q3 2026, its #1124 holding.
Y-Intercept (HK) first reported a position in WSFS Financial in Q3 2024 and has held it in 5 quarters since.
Y-Intercept (HK)'s WSFS Financial position peaked at $2.31M in Q4 2025.
30 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Y-Intercept (HK)'s 13F filing for Q3 2026, filed 16 Oct 2026.