YCM
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Yousif Capital Management’s WSFS Financial WSFS Stock Holding History

Yousif Capital Management’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 		$1.08M Sell
14,042
-370
-3% -$26.5K 0.01% 1017
2026
Q1 		$943K Sell
14,412
-410
-3% -$25.8K 0.01% 1090
2025
Q4 		$834K Sell
14,822
-2,486
-14% -$136K 0.01% 1171
2025
Q3 		$933K Sell
17,308
-3,886
-18% -$219K 0.01% 1138
2025
Q2 		$1.17M Sell
21,194
-467
-2% -$24.3K 0.01% 1050
2025
Q1 		$1.12M Sell
21,661
-682
-3% -$36.7K 0.01% 1043
2024
Q4 		$1.19M Sell
22,343
-580
-3% -$31.6K 0.01% 1049
2024
Q3 		$1.17M Sell
22,923
-1,085
-5% -$56.2K 0.01% 1097
2024
Q2 		$1.13M Sell
24,008
-3,236
-12% -$143K 0.01% 1063
2024
Q1 		$1.23M Sell
27,244
-2,763
-9% -$120K 0.01% 1088
2023
Q4 		$1.38M Sell
30,007
-180
-0.6% -$7.06K 0.02% 1045
2023
Q3 		$1.1M Sell
30,187
-2,301
-7% -$91.8K 0.01% 1090
2023
Q2 		$1.23M Sell
32,488
-2,133
-6% -$75.8K 0.01% 1050
2023
Q1 		$1.3M Sell
34,621
-4,465
-11% -$205K 0.02% 1008
2022
Q4 		$1.77M Sell
39,086
-12,190
-24% -$573K 0.02% 841
2022
Q3 		$2.38M Sell
51,276
-1,845
-3% -$86.2K 0.03% 622
2022
Q2 		$2.13M Sell
53,121
-7,775
-13% -$320K 0.03% 775
2022
Q1 		$2.84M Buy
60,896
+608
+1% +$31.5K 0.03% 692
2021
Q4 		$3.02M Buy
+60,288
New +$3.16M 0.03% 672

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
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

Yousif Capital Management's WSFS Position: Q2 2026 in Review

Yousif Capital Management reduced its WSFS Financial (WSFS) stake by 2.6% in Q2 2026, selling an estimated $26.5K and leaving 14,042 shares worth $1.08M. The position accounts for 0.01% of the portfolio, ranked #1017.

Yousif Capital Management first reported a position in WSFS in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.02M in Q4 2021. 29 funds tracked by Wall St. Rank hold WSFS as of Q2 2026.

  • Yousif Capital Management held 14,042 shares of WSFS Financial worth $1.08M as of Q2 2026.
  • Yousif Capital Management sold 370 WSFS Financial shares in Q2 2026, an estimated $26.5K.
  • WSFS Financial made up 0.01% of Yousif Capital Management's portfolio in Q2 2026, its #1017 holding.
  • Yousif Capital Management first reported a position in WSFS Financial in Q4 2021 and has held it in 19 quarters since.
  • Yousif Capital Management's WSFS Financial position peaked at $3.02M in Q4 2021.
  • 29 funds tracked by Wall St. Rank held WSFS Financial as of Q2 2026.

Based on Yousif Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.