Yousif Capital Management
WSFS icon

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
Q3 		$988K Sell
13,070
-972
-7% -$76.9K 0.01% 1024
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

Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $6.36B AUM 0.55% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Oliver Luxxe Assets
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Argent Capital Management
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Sippican Capital Advisors
Sippican Capital Advisors Boston, Massachusetts $150M AUM 15.67% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Yousif Capital Management's WSFS Position: Q3 2026 in Review

Yousif Capital Management reduced its WSFS Financial (WSFS) stake by 6.9% in Q3 2026, selling an estimated $76.9K and leaving 13,070 shares worth $988K. The position accounts for 0.01% of the portfolio, ranked #1024.

Yousif Capital Management first reported a position in WSFS in Q4 2021 and has held it in 20 quarters since. The position peaked at $3.02M in Q4 2021. 56 funds tracked by Wall St. Rank hold WSFS as of Q3 2026.

  • Yousif Capital Management held 13,070 shares of WSFS Financial worth $988K as of Q3 2026.
  • Yousif Capital Management sold 972 WSFS Financial shares in Q3 2026, an estimated $76.9K.
  • WSFS Financial made up 0.01% of Yousif Capital Management's portfolio in Q3 2026, its #1024 holding.
  • Yousif Capital Management first reported a position in WSFS Financial in Q4 2021 and has held it in 20 quarters since.
  • Yousif Capital Management's WSFS Financial position peaked at $3.02M in Q4 2021.
  • 56 funds tracked by Wall St. Rank held WSFS Financial as of Q3 2026.

Based on Yousif Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.